Paul Wilson
DipPFS Cert CII (MP)
Financial Adviser with True Potential
I’m passionate about helping individuals and families build strong, secure financial futures. As a financial advisor, I specialize in retirement planning, investment advice, mortgage solutions, and protection services. My approach is holistic and client-focused—I take the time to understand your unique goals, circumstances, and what truly matters to you.
Whether you’re planning for retirement, growing your investments, navigating the mortgage process, or protecting your loved ones with the right insurance, I’m here to offer clear, straightforward advice you can trust...
I believe in building lasting relationships based on honesty, transparency, and results—and I’m committed to helping you make informed financial decisions with confidence.
When I’m not working with clients, I enjoy spending time with my family. Whether it’s a quiet evening at home or a weekend outing, family time is what keeps me grounded. I’m also an avid golfer, and I find it a great way to relax, stay active, and connect with others—sometimes even combining a round of golf with financial conversations in a more relaxed setting.
Wherever you are on your financial journey, I’m here to guide you with personalized advice, practical solutions, and a genuine interest in your long-term success.
- CII Level 4 Diploma in Regulated Financial Planning - Chartered Insurance Institute - 12/08/2021
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.
