Financial Adviser with True Potential
I have a passion for helping clients from securing their first home to planning their retirement, no two days are the same. With 18 years’ worth of industry experience and the last 5 of these spent building my own business, I recently opened the door to my own premises on Tenby High Street, the same town my career started in.
It’s a privilege to guide my clients through the most significant financial decisions they will ever make.
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.
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.
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Trainee Mortgage Advisor
Heather has worked in administration for many years and joined Amy as an Admin Manager in 2020. Heather is currently studying for her CeMap qualification but already has great practical experience with mortgages and protection.
Office Manager
Sara has worked in a PA role for many years and moved into financial services when she relocated to Pembrokeshire in 2014. She joined True Potential in 2020 and, when the previous TP advisor she worked for retired, was offered a role with us...
Sara is extremely experienced with the True Potential client platform and often assists our clients to become more comfortable using their personal client accounts.
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.
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.
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.
