Tell me your goals

Paul Diment

Chartered Financial Planner

Financial Adviser with True Potential

Tenby, Pembrokeshire
Headshot of Paul Diment

With over 30 years of experience in financial planning, I specialise in helping individuals, families, and businesses achieve their financial goals with clarity and confidence. As a Chartered Financial Planner, I bring a deep understanding of financial markets, investment strategies, retirement and protection planning to every client relationship.

At the heart of my practice is a commitment to building trusted, long-term partnerships. Whether it's crafting a personalised investment strategy, ensuring comprehensive protection for your loved ones, or planning for life's big milestones, my approach is tailored to meet your unique needs and aspirations...

Beyond my professional endeavours, I am proud to support my local community through my involvement as a school governor and junior team football coach. When I’m not working, I enjoy spending time with my wife, Amanda, and our children.

Qualifications
  • Chartered Financial Planner - Chartered Insurance Institute - 18/09/2020
  • DipFA - Chartered Insurance Institute - 17/05/2017

My Services

Investment & Savings

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

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

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

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

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

My Team

Ellie Diment

Customer Support and Trainee Mortgage Advisor

Ellie joined the business with a strong academic foundation, holding a degree in Creative Writing from the University of the West of England...

Her decision to move into financial services reflects her drive to build a long-term career in a field where she can combine analytical thinking, client care, and meaningful impact.

Currently responsible for Client Support, Ellie plays a key role in ensuring our clients receive a seamless and attentive service. From managing enquiries to preparing documentation, her communication skills and attention to detail make her an invaluable member of the team.

Alongside her current responsibilities, Ellie is training to become a qualified Mortgage Advisor, with her sights firmly set on achieving Chartered Financial Planner status in the future. Her ambition, professionalism, and dedication to continuous learning are a great asset to our business and our clients.

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

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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 provide innovative investments

£33 billion
Invested with over 550,000 clients

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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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 07775928828

How can I help you?

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