Paul Burnell Financial Adviser at True Potential Wealth Management

Paul Burnell Financial Adviser at True Potential Wealth Management For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

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. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what's important. Whether it's a worry-free retirement, saving for your children’s education, fulfill

ing a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities. Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals. Since 2010, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma from London Institute of Banking & Finance, I became a fully qualified financial adviser and mortgage adviser. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training. I’ve also very committed to giving back to my local community and work closely with Enham Trust a local charity that helps disabled people Live, Work and Enjoy Life. 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.

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Andover
NE158NX

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+447772331719

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I am a self-employed Financial Adviser based on the Hampshire / Wiltshire border with the national firm Quilter Financial Advisers. I can provide advice on Pensions, Investments, Mortgages, Insurances, Wills and Inheritance Tax Planning. I offer a FREE initial no obligation consultation to discuss your needs and objectives. If you wish to proceed after the initial meeting then we can discuss the options for how to pay for my services either through direct payment or via product facilitated charges. What Our Service Provides: For total peace of mind Quilter Financial Advisers all share and adhere to our company standards training and compliance requirements and our client promise. Mortgage customers Mortgages can be tricky to arrange and can involve a lot of paperwork. I am an expert in researching and arranging mortgages for all sorts of people. With access to the whole of the market, and unique deals available from time to time, I always aim to provide the best deal for all my clients, regardless of their circumstances. Your home may be repossessed if you do not keep up repayments on your mortgage. Protection My aim is to help you establish the most suitable level of insurance protection and help you protect those who depend upon you against the most serious risks that you face, specifically to your life and your health. There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk. Life Insurance Critical Illness Insurance Income Protection Insurance Mortgage Payment Protection Insurance Permanent Disability Benefit Insurance Death Benefit Insurance There are other providers of Payment Protection Insurance and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk. Financial Planning A personal approach, I do not operate a one-size-fits-all approach, I will help you plan your pension with you and your own aims in mind. I recognise that everyone’s situation is different and take this into account in helping you to get underway. As an overview, there are just three steps to get up and running. I will get to know you and your financial situation. I will report, discuss and guide you on your options. I will take care of the paperwork and process to get your pension and Investments started. Holistic financial planning- Establishing and reviewing Trusts Complete personal risk management planning Short and long-term savings and investments Investments- Portfolio planning ISAs Unit Trusts Investment Trusts Investment Bonds Offshore Bonds Pensions- Personal Pensions SIPPs Company schemes SSASs Consolidation plans The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Estate Planning Estate planning (also known as Inheritance Tax Planning) can be defined as passing your estate to your loved ones in the most effective way. Even if you consider yourself to be of fairly moderate wealth, you may still need to consider taking action – particularly if you own property or have savings. Effective estate planning will also consider access to and protection of your assets, provision for vulnerable or minor beneficiaries, and more. Estate planning is not regulated by the Financial Conduct Authority. Will Writing Will Writing and Lasting Power of Attorney are not part of the Quilter Financial Advisers offering and is offered in our own right. Quilter Financial Advisers accept no responsibility for these aspects of our business. Will Writing, Lasting Power of Attorney and Estate Planning are not regulated by the Financial Conduct Authority. If you would like any advice in any of these areas please get in touch