About True Potential Wealth Management.

Steve Hutton

Managing Partner

Steve started in the industry in 1983, working for M&G Group and then as a financial adviser for five years, specialising in developing professional connections and gaining a Financial Planning Certificate. Since then, he’s been a Director and Head of Wholesale Business for Scottish Widows Investment Partnership, Fidelity International and UBS Asset Management.

Steve has significant experience of Asset Management, Fund Platforms, and liaising with Fund Managers and advisers. His focus is ensuring our ongoing advice, investments, support and technology are all helping clients get the most from our service.

Jamie Sexton

Head of Operations

Jamie has worked for True Potential for 14 years in a range of different roles throughout the business including technology, sales and advice.

Jamie was responsible for the creation of the True Potential Auto Enrolment proposition which now supports almost 100,000 contributing employees from 25,000 employers.

He is a qualified Financial Adviser and Pension Transfer Specialist, and is responsible for all client servicing. His focus is to ensure all clients who join True Potential Wealth Management receive a superior service and the support to reach their financial goals.

Rebecca Wright

Head of Customer Care

Rebecca has worked in customer services for over 10 years now, including heading up the True Potential Customer Care team since its inception in 2018.

She started working at True Potential in 2015 helping businesses and accountancy firms to fulfil their auto enrolment duties. There are over 300,000 members registered for our auto enrolment proposition and Rebecca continues to oversee their servicing.

Our Customer Care team look after over 106,000 clients, helping them with financial planning, completing annual suitability reviews and answering their day-to-day queries.

Neil Rayner

Head of Advice

Neil’s career in Financial Advice began in 2010 with The Cooperative as a Financial Adviser. In 2012 he moved to True Potential where he held positions as a Compliance Consultant, Head of Adviser Support and more recently Head of Compliance and Risk.

Neil’s latest role as Head of Advice has led him back into the advice arena utilising his previous experience in the role. True Potential Wealth Management currently advise and service over 106,000 clients. Neil is also a qualified and certified Financial Adviser and sits as a Partner on True Potential Wealth Management Board.

Jeff Casson

Chief Investment Officer, True Potential Investments

Jeff’s career in began in 1999 with Alliance Trust. In 2005 he moved to Scottish Widows Investment Partnership joining the Emerging Market team to run a series of Emerging Market mandates for retail and institutional clients. In 2010 Jeff moved to Martin Currie Investment Management as an Investment Director on their Global Emerging Markets team before being appointed as Head of Investment Process in 2017. Jeff is a Chartered Financial Analyst (CFA) and holds an Executive MBA from the University of Edinburgh.

Dianne Pattison

Head of Technology, True Potential LLP

Dianne started her career in finance when she joined True Potential as a developer in 2008. Since then she has held positions such as Head of Training, providing and overseeing technology courses for all advisers, Operations Manager in True Potential Wealth Management where she managed the day to day running of the firm, and as her current role describes, Head of Technology.

Dianne works alongside the True Potential senior team driving through enhancements to technology, ensuring our systems keep improving to help client do more with their money.