Paul Burnell - Financial Adviser

I have been advising clients since 2010 on all aspects of Financial Planning such as:

Retirement Planning
Investments
Mortgages
Insurance

I am based on the outskirts of Andover, Hampshire and offer free initial consultations on all of the above areas either Face to Face or over the phone depending on your needs and preferences.

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.

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.

Paul Burnell Financial Adviser

Areas Served

  • South England
  • South East England
  • South West England

Paul Burnell - Financial Adviser

Paul Burnell - Financial Adviser

I have been advising clients since 2010 on all aspects of Financial Planning such as:

Retirement Planning
Investments
Mortgages
Insurance

I am based on the outskirts of Andover, Hampshire and offer free initial consultations on all of the above areas either Face to Face or over the phone depending on your needs and preferences.

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.

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.

Areas Served

  • South England
  • South East England
  • South West England

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.

My clients say...

Paul Burnell - Financial Adviser

"Paul Burnell has been our IFA for around 2 years. We initially required advice relating to the drawdown of a personal pension. Paul thoroughly understood our financial position before explaining what options were open to us regarding investments and our retirement planning. Paul has continued to give advice whenever needed and has provided thorough annual reviews. He has responded quickly by phone and email to any concerns we have had which were generated by the pandemic crisis. Paul is friendly, knowledgeable and always professional and in our experience we would not hesitate in recommending him. "

My clients say...

Paul Burnell - Financial Adviser

"I first met Paul over 8 years ago whilst working in the financial services sector. Since then I haven’t hesitated to recommend him to many friends and family for their varying financial requirements, always with positive feedback. Paul is my absolute trusted advisor who has guided me through consolidating numerous pensions, investments of lump sums and ISA’s; he has given me peace of mind that my hard earned money is safe to protect my future and satisfy my current needs."

My clients say...

Paul Burnell - Financial Adviser

"We have been dealing with Paul for nearly seven years now and his advice has been outstanding throughout. We have several ISAs and a personal pension scheme through Paul. His professionalism and willingness to go the extra mile for his customers, is the reason we’re still dealing with him today. Always willing to recommend his services to my friends and relatives."