I have been advising clients on their financial affairs for over 5 years now and I pride myself in building and maintaining long term, trusted client relationships. This is based on a very high level of personal service and face-to-face wealth management advice. I have many long-standing clients who have benefited from my personal approach to financial planning.

I’m on a mission to make financial support, guidance and advice accessible to everyone. I believe that everyone deserves to have a plan that’s tailored to their unique goals and aspirations. That’s why I take the time to understand what life means to you and create simple, actionable plans that help you make informed decisions about your finances. 

 I also believe that financial education in the UK is lacking, and I want to make a difference by offering wellbeing support programmes to employers who care about their employees through wellbeing programmes, where I can talk about what good looks like, provide surgery sessions, and help demystify all the jargon.

 Myself and the in-house experts at True Potential, cover all aspects of wealth management – investment planning, tax advice, pension planning, inheritance tax/estate planning and protection.

 Shall we have an informal, no obligation chat? Please contact me – PaulSwales@tpllp.com, 07789 877589 or via my partner profile – https://www.truepotential.co.uk/paul-swales/ .

Paul Swales is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.

 Investments – We offer advice on limited types of products. Primarily, we will advise you on True Potential Portfolios and tax wrappers held on the True Potential Wealth Platform. In circumstances where these products do not meet your needs, we will broaden our research to companies with other products and funds.

 Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.

 The Financial Conduct Authority do not regulate Will Writing, Tax Advice, or Estate Planning.  

We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers