Paul Dyer - Financial Adviser

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, together we share the belief of always placing the ‘Client First’ with the aim of achieving their goals.

For more than 25 years, I’ve been helping individuals and families reach their financial goals. After receiving my Level 4 Diploma from The Chartered Insurance Institute (CII)], I became a qualified adviser and have pursued professional courses from CII in all aspects of financial advice from retirement pension planning, investment advice and mortgages. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

I will take time to get to know you as my client, aiming to build lasting relationships and to prioritise what is important to you. I will always ensure to treat you, as my client, the same way as I would like to be treated myself.

I believe that as a Wealth Management Partner I am able to fulfil your needs with exclusive access to world class partners, together with award winning technology which includes our world first “Impulse Save” facility to increase your investments and provide 24/7 online access to your portfolio, enabling you to remain informed and confident of your financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

If you are interested in having a free, no obligation conversation with me about any of the following areas, then please do not hesitate to get in touch.

Paul Dyer Financial Adviser

Areas Served

  • East Wales
  • South Wales
  • West Wales

Paul Dyer - Financial Adviser

Paul Dyer - Financial Adviser

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, together we share the belief of always placing the ‘Client First’ with the aim of achieving their goals.

For more than 25 years, I’ve been helping individuals and families reach their financial goals. After receiving my Level 4 Diploma from The Chartered Insurance Institute (CII)], I became a qualified adviser and have pursued professional courses from CII in all aspects of financial advice from retirement pension planning, investment advice and mortgages. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

I will take time to get to know you as my client, aiming to build lasting relationships and to prioritise what is important to you. I will always ensure to treat you, as my client, the same way as I would like to be treated myself.

I believe that as a Wealth Management Partner I am able to fulfil your needs with exclusive access to world class partners, together with award winning technology which includes our world first “Impulse Save” facility to increase your investments and provide 24/7 online access to your portfolio, enabling you to remain informed and confident of your financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

If you are interested in having a free, no obligation conversation with me about any of the following areas, then please do not hesitate to get in touch.

Areas Served

  • East Wales
  • South Wales
  • West Wales

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.