James Paul - Financial Adviser

My name is James Paul, I am a diploma qualified financial advisor and Partner at True Potential Wealth Management.

My career began over 11 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.

By making sure my clients are relaxed and informed when making big financial decisions, I have been successful in building great relationships. These relationships are built on mutual trust, discretion and respect, and they tend to be life-long.

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients, and a service that is unique and aided by the True Potential Technology.

I’d say that I’m easy going, genuine and keen to be remembered as the friendly face that helped make sense of all areas of your financial planning.

My expertise is focused on dealing with a limited number of clients so the advice and personal service is constantly accessible. This focus allows me to understand what is important to you and deliver an exceptional service that you will remember.

I welcome new introductions as my clients are keen to recommend me to their friends, family and colleagues so they can benefit from a face to face relationship with a professional advisor.

James Paul Financial Adviser

Areas Served

  • Midlands

James Paul - Financial Adviser

James Paul - Financial Adviser

My name is James Paul, I am a diploma qualified financial advisor and Partner at True Potential Wealth Management.

My career began over 11 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.

By making sure my clients are relaxed and informed when making big financial decisions, I have been successful in building great relationships. These relationships are built on mutual trust, discretion and respect, and they tend to be life-long.

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients, and a service that is unique and aided by the True Potential Technology.

I’d say that I’m easy going, genuine and keen to be remembered as the friendly face that helped make sense of all areas of your financial planning.

My expertise is focused on dealing with a limited number of clients so the advice and personal service is constantly accessible. This focus allows me to understand what is important to you and deliver an exceptional service that you will remember.

I welcome new introductions as my clients are keen to recommend me to their friends, family and colleagues so they can benefit from a face to face relationship with a professional advisor.

Areas Served

  • Midlands

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.