Paul Taylor
True Potential Wealth Management LLP
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0330 038 8941
Based in Caldicot
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 15 February 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
8
Recent Client Reviews
Verified reviews: 100%
Paul has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 03 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
3 qualification certificates available to view
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paul has provided information on their typical fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Paul
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 9 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 15 February 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
8
Recent Client Reviews
Verified reviews: 100%
Paul has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 03 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
3 qualification certificates available to view
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paul has provided information on their typical fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Paul
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 9 first impressions)
I have 25 years experience advising both Personal and Business clients. Based in Caldicot, South Wales, I have clients all over Wales and the South West. I offer a professional, personal service that is tailored to each person's individual needs. My advice is based on your own individual circumstances and priorities with a focus on Investment and Retirement planning, including Pension consolidation and Drawdown advice. I am also able to provide Mortgage Advice for you whether you are looking to buy a new property or to review their existing mortgage and I can review your Life assurance needs to make sure that your priorities are covered. My role is to steer you through your options in each area of the financial planning process and to make these areas as easy to understand as possible. Once the initial advice has been provided I can continue to provide ongoing advice and support with regular reviews so that solutions can continue to meet your needs.
Offers available through VouchedFor
Contact Paul through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Paul's clients
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.