Alex Gray
DipPFS
Financial Adviser with True Potential
With over a decade of experience in the finance industry, I'm a dedicated financial adviser specialising in pensions and investments. As a restricted adviser within the True Potential network, I'm committed to providing tailored, transparent advice that helps clients achieve their long-term financial goals. For me, financial planning is about more than just managing money—it’s about understanding the people and dreams behind the figures.
Having recently relocated from Essex to Cornwall, I now enjoy the incredible lifestyle, scenery, history, and beaches that the region has to offer. Outside of work, I'm a keen golfer, playing off a 6 handicap, and have represented my golf club in county competitions...
I also play for the local football team, Delabole Football Club, in my spare time.
I take pride in offering clients 24/7 access to their financial affairs through True Potential’s award-winning technology, ensuring they are always informed and in control of their financial future.
Whether you are coming up to retirement, just starting out on your savings journey, or anywhere in between and would like some support and guidance, I would love to help.
To help support my current and future clients, I have undertaken the CII's long term care qualification, providing me with the information and tools necessary to help and support the most vulnerable individuals when they need it most, should you, a friend or loved one be unsure on how to fund care costs, please do get in touch with me.
- CII Level 4 Diploma in Regulated Financial Planning - Chartered Institute for Insurance - 03/03/2023
- Long term care insurance - CII - 12/05/2025
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.
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.
