Paul Veitch
True Potential Wealth Management LLP
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0330 038 8941
Based in Greenock
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FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 16 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Recent Client Reviews
Paul has not received any client reviews in the past 12 months
Paul has not received any reviews in the last 12 months
Paul has not received any client reviews in the past 12 months
Restricted Financial Adviser
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.
Last checked: 16 July 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.
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Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
Positive First Impressions
42% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 12 first impressions)
42% of users who are not yet clients had a positive first experience with Paul
42% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 12 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 16 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Recent Client Reviews
Paul has not received any client reviews in the past 12 months
Paul has not received any reviews in the last 12 months
Paul has not received any client reviews in the past 12 months
Restricted Financial Adviser
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.
Last checked: 16 July 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.
Qualifications Uploaded
Paul has not yet added their qualifications to their profile
Qualifications not yet added
Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
Positive First Impressions
42% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 12 first impressions)
42% of users who are not yet clients had a positive first experience with Paul
42% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 12 first impressions)
I have been a financial adviser since 1986 having previous worked for 2 Major Insurance companies in a wide range of roles from Adviser to Branch Manager. Since 2000 I set up my own Independent self owned financial advice firm. My particular areas of interest are investments, pensions both pre and post retirement, Mortgage Finance of all types including Equity Release. My client base is very diverse ranging from young people just starting their financial planning journey to much older clients completing theirs. I also have many clients that I have represented over the years who now recommend their families to come to me for advice. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. My Philosophy is that Successful financial planning is a two way process built upon a strong, trusting and importantly, lasting relationship. You deserve an adviser you can rely on, one who will stand by you in the long-term.
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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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.