Paul Anderson
MMath, DipFA, AwPETR, CeMAP
Financial Adviser with True Potential
I've been providing financial advice to the people of Caerphilly and the wider South Wales area for the last 20 years. Whether that's providing great quality retirement planning enabling people to retire on their own terms, or advising on products enabling clients to minimise tax liabilities, or providing help and support to people looking to get on the housing ladder.
The majority of my clients have come to me through personal referral from others who have been very happy with the advice and service provided.
I live in Machen with my wife Kate, grown up sons Leo and Owen, and my daughter Eryn. Family time and family security are important to me and you'll see that through the advice and guidance I tend to give.
- Award in Pension Transfer - IFS - 28/01/2016
- Certificate in Mortgage Advice and Practice - IFS - 15/05/2014
- J01 Personal Tax - CII - 12/04/2006
- Diploma in Financial Advice - IFS - 10/11/2011
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
