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Codsall
My name is James Paul, I am a diploma qualified financial advisor and Partner at True Potential Wealth Management. (FCA Number - 529810) My career began over 15 years ago and during my time at RBS and Santander (ex- Alliance & Leicester). As an Independent adviser I helped many individuals and their families define and aim for their financial goals. This experience has enabled me to gain a wealth of knowledge and expertise.
Codsall
Offering personalised advice that is tailored to your individual circumstances and financial objectives, I am proud to have built many long-lasting relationships over the last 20+ years in the industry. Financial planning is complex, but that doesn’t mean it has to be difficult. I am personally committed to ensuring you feel comfortable, informed, and supported at each stage of your financial planning journey.
Codsall
My business provides basic and advanced solutions for clients want to write or update their Will and Estate Planning. I can provide guidance over the phone or in the form or printed information about the services I can proved. I operate face to face or remotely. I also operate as a Financial Planner with Sandringham Financial Partners Ltd a National Independent advice firm with 180 advisers.
