Paul Veitch - Financial Adviser

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.

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.

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, fulfilling 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.

Successful financial planning is a two way process built upon a strong, trusting and importantly, lasting relationship. I am committed to work with you to really understand you, your circumstances and your expectations.
At a time when many banks are failing their clients by withdrawing from or refusing to offer independent financial advice, you deserve an adviser you can rely on, one who will stand by you in the long-term.

Areas Served

  • South Scotland
  • West Scotland

Paul Veitch - Financial Adviser

Paul Veitch - Financial Adviser

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.

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.

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, fulfilling 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.

Successful financial planning is a two way process built upon a strong, trusting and importantly, lasting relationship. I am committed to work with you to really understand you, your circumstances and your expectations.
At a time when many banks are failing their clients by withdrawing from or refusing to offer independent financial advice, you deserve an adviser you can rely on, one who will stand by you in the long-term.

Areas Served

  • South Scotland
  • West Scotland

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.

My clients say...

Paul Veitch - Financial Adviser

"Paul always takes time to explain every aspect of the advice that he is offering. He always uses language that is easily understandable. While we did approach him with a view to buying products from him, he always made it perfectly clear that I should never think about leaving my SPPA pension scheme. This was something which I have always appreciated. Paul is always ready to update us on our financial products on a regular basis."

My clients say...

Paul Veitch - Financial Adviser

"I have known Paul for a long number of years and have always found him to be an extremely trustworthy and dependable source for financial advice. He has a tremendous amount of experience in the financial sector and is always fully aware any new developments/legislation which may affect his clients. I have no hesitation whatsoever in recommending him to people looking for financial advice. With his easy going personality he immediately puts people at ease and his ability to explain complex financial issues in laymens terms to potential clients is a big bonus."

My clients say...

Paul Veitch - Financial Adviser

"Paul has over the years offered me advice in a number of areas including reconciling investments and proactively planning for changes in lifestyle as my family has grown and personal circumstances changed. He always has been at pains to point out different options, any real or perceived risks and costs and given me time to think about the choices available."