Paul Dyer
Financial Adviser with True Potential
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 30 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.
- CII Level 4 Diploma - CII - 09/05/2012
- Certificate In Mortgage Advice and Practice (CEMAP) - CII - 17/04/2000
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.
