Paul Chada
DipFA
Financial Adviser with True Potential
Hello! My name is Paul Chada and I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning. I specialise in pension and retirement strategies and am able to give advice in the complex area of Defined Benefit/Final Salary schemes.
Once I fully understand your circumstances and what you are wanting to achieve, I will tailor a plan specifically for you (and family) and explain my advice simply and in a jargon-free manner. This will allow you take control of your finances and make informed decisions that will shape your future...
I am keen to be remembered as the friendly face that helped make sense of all areas of your financial planning.
I am extremely fortunate to work with a great team at True Potential, that includes my administrator, Alan, Lisa and the amazing compliance team that ensure oversight, as required by the Regulator. True Potential are one of the UK’s most innovative financial services groups, providing investment and pension solutions and award-winning technology to over 1 million private clients. We manage over £34 billion of client's assets, using some of the most highly regarded, best of breed, investment fund managers. You will always be in safe and trusted hands, throughout your financial journey.
As your Financial Adviser, I begin with a free initial consultation to understand your objectives and aspirations. I will help you realise these goals with a tax efficient, measured and realistic approach. As a result, you will be better informed, confident and empowered to reach and visualise your financial future. I will explain my fees and other associated costs in a clear and concise way. I am completely transparent, and you will never encounter any hidden surprises.
From a business perspective, I am focused, proactive and thorough and personal qualities include being positive, trustworthy and approachable. I have a particular interest in cooking, travel, the gym and improving my mindset and my lovely family keep me busy, too
- DipFA - LIBF - 21/12/2012
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.
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.
