DipFA
Financial Adviser with True Potential
Based in the Midlands and with over 15 years of experience in financial services, I find it incredibly rewarding to help clients achieve their financial goals. My progression to a qualified Financial Adviser means I can support you at every step of your journey.
Since 2021, I’ve been a Financial Adviser at True Potential Wealth Management, where I’m dedicated to helping clients build, protect, and preserve their wealth through strategic, personalised planning.
I take pride in delivering clear and transparent advice, ensuring my clients feel confident and empowered when making financial decisions. Everyone’s situation is unique, so I take the time to understand what matters most to you...
Whether it’s planning for a comfortable carefree retirement, saving for your children or grand children’s future, a lifetime desire, running a successful business, protecting your family or mortgage, or leaving a legacy - I’ll work with you on an ongoing basis to help you achieve your goals.
Wealth management and financial planning can be complex and time-consuming. I aim to simplify your life by addressing all aspects of your financial well-being, from investments and insurance (protection) to pensions and retirement planning.
With True Potential’s award-winning technology support, I can provide straightforward and transparent financial advice, along with 24/7 online access via your personal customer portal. This means you’ll be better informed, more confident, and empowered to reach your financial goals.
Outside of work, I enjoy spending time in the garden, being with my family (my husband and two children), cheering on my son’s rugby team, and watching rugby in general. I also love going to the theatre, gym or taking long walks—ideally with a coffee stop along the way! Life is busy (I wouldn’t change it, and thrive on it, home and work), with two children who aren’t yet driving (at least five years to go!), I often find myself in the role of taxi parent, juggling school activities and other commitments.
Despite the relentless peer pressure from my dog-loving team (I am a dog lover), I’ve yet to add a pet to the family mix - holding strong as the lone non-dog owner in the office!
With a client-first approach and a passion for helping people achieve financial security, I’m here to guide you through every step of your financial journey
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 provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Wealth Management Partner
With over 45 years of experience in financial services, Glyn brings a wealth of wisdom to the team. Starting his career at a major insurance firm before becoming a qualified adviser, he has been an invaluable mentor. His extensive knowledge of legacy policies is a real asset...
A lifelong boxer dog owner, Glyn’s current companion, Millie, isn’t always as enthusiastic as he is about early mornings!
Wealth Management Partner
Amy has 20 years of experience in financial services. We joined True Potential Wealth Management together as advisers, and like me, she is passionate about helping clients achieve their financial goals...
She offers personalised, comprehensive wealth management, supported by award-winning technology for accessible advice.
Outside of work, Amy enjoys reading and walking her two whippets, Wilf and Winston—a perfect escape from her busy family life.
Wealth Management Associate
Laura has been providing administrative support in financial services for 10 years, following a background in legal administration. Her experience is especially valuable when dealing with trusts and significant legal documents...
She lives just a stone’s throw from our office and often spends her lunch breaks with her Weimaraner, Max - who’s more horse than dog!
Wealth Management Associate
Kerry has worked continuously in financial services since she was 18. She’s a meticulous administrator, supporting both our corporate and individual clients.
Outside of work, she’s busy cheering on her daughter through university, including placement in Valencia...
At the end of the day, Kerry heads home to unwind with her beloved dog, Olive.
Wealth Management Associate
Mel transitioned from retail purchasing into finance in recent years and has quickly become a fast and efficient administrator, supporting our client services team.
While she does have a dog, her real challenge is helping her daughter care for their horse!
Wealth Management Associate
Laura is new to our team but brings a wealth of office and administrative experience, particularly in HR. She’s joined us to help maintain the high standard of service we want to deliver to our clients.
On weekends, she enjoys unwinding with family walks in the Peaks, accompanied by their dogs.
Administrator
Also new to both our team and the financial services industry, Hannah has picked things up quickly. She now supports our company clients with their administrative needs.
Hannah has a young daughter and dog to keep her on her toes as home.
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.
