Paul Dyer, Wealth Partner, True Potential Wealth Management

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 25 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.