Amanda Kirk
DipPFS
Financial Adviser with True Potential
I’ve been working in financial services since 1989, and over the years, I’ve come to truly value the personal relationships I build with my clients. For me, it’s not just about numbers—it’s about helping people feel confident and secure in their financial future, whatever stage of life they’re in.
I’m passionate about being there for my clients through life’s key moments—whether it’s buying a first home, starting a family, or planning for retirement. My aim is always to provide clear, honest advice that helps them make informed decisions and feel supported every step of the way...
I also encourage my clients to think about the bigger picture, including the importance of having Wills and Lasting Powers of Attorney (LPAs) in place. I believe in regular, yearly reviews to make sure their financial plans still suit their needs as circumstances change over time.
More than anything, I’d like to think that if one of my clients ever needed help or had a question, I’d be the first person they’d call. That level of trust means everything to me.
- DipPFS - CII - 18/09/1996
- Level 4 Financial Planning - CII - 29/07/2011
- Regulatory - CII - 21/09/1995
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.
