Paul Cass
DipPFS, CeMAP, CeRER
Financial Adviser with True Potential
With over 35 years of experience in delivering bespoke financial advice, I am dedicated to helping clients achieve their financial goals with confidence and clarity. Specialising in pensions and investments, I offer a comprehensive initial financial review at no cost, providing an opportunity to assess your current financial situation and explore strategies to optimise your wealth. When was your last financial review? I would be delighted to assist—please feel free to get in touch.
Originally from Whitley Bay, I married Carolyn in 1985 and have worked across London, Surrey, and Hampshire before settling in Alnwick, Northumberland, in 2000...
I have two grown-up children and enjoy exploring the beautiful landscapes of Northumberland and North Yorkshire with my two dogs. A keen sports enthusiast, I maintain an active lifestyle and regularly participate in my local Parkrun. Whether professionally or personally, I value building meaningful, long-term relationships based on trust and shared aspirations.
- Financial Planning Certificate - Cii - 15/07/1994
- Advanced Financial Planning Certificate - Cii - 22/06/2000
- Level 4 Diploma in Financial Planning - Cii - 05/12/2005
- Certificate in Mortgage Advice and Practice - Institute of Financial Services - 05/02/2015
- Certificate in Regulated Equity Release - The London Institute of Banking & Finance - 31/07/2017
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
