Paul Doherty
DipFA PETR
Financial Adviser with True Potential
With over 20 years of experience in financial services, I specialise in offering personalised advice on pensions, investments, and retirement and legacy planning to both individuals and businesses across the North East of England. As a Financial Adviser with True Potential Wealth Management, I am dedicated to helping my clients build, protect, and preserve their wealth through strategic and tailored planning to meet my clients needs.
I take great pride in delivering clear, transparent advice, ensuring my clients feel confident in every financial decision they make based on the advice and guidance I provide...
Over the past two decades, I have successfully built and nurtured a client base of more than 350 individuals and corporate clients, both new and long-standing and I’m honoured that many of my clients trust me enough to recommend my services to their friends and family, knowing they can count on me for reliable advice and support whenever needed.
Outside of work, I enjoy cooking, playing golf, supporting my local football with friends and family, and travelling to explore new destinations.
I’m also a self-proclaimed DIY enthusiast and find joy in tackling unique home improvement projects.
- PETR Level 6 Pension Transfer Specialist - IFS - 25/07/2019
- DipFA Level 4 - IFS - 07/06/2012
- FPC1-2-3 - CII - 03/06/2005
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.
