Manage Cookie Preferences

To understand how people use our site and improve your experience on our website, we use cookies. Please choose which types of cookies you’re happy with – you can change your selection at any time. To learn more, read our Cookie Policy.

Strictly necessary cookies.

Always active

These are cookies that are essential in providing specific services you have requested from us. For example: Remembering information, you have entered on online application forms when you navigate to different pages in a single web browsing session.

Analytical or performance cookies.

These improve our website by collecting information about how you use our website. For example: Understanding what interests our users so that we can deliver the content and level of service you expect from us.

Functionality cookies.

Always active

These are used to recognise you when you return to our website. These enable us to remember your preferences. It is not currently possible to turn these cookies off.

Targeting cookies.

These cookies are used to understand how you use our website and to provide you with more relevant advertising and promotions as well as help measure the effectiveness. We may also share this information with third parties for this purpose.

Get in touch

Cassie Hart

DipPFS, CeMAP, CeRER

Financial Adviser with True Potential

Mold, Flintshire
Headshot of Cassie Hart

I have worked in the Banking and Finance industry for almost 2 decades and during that time I have helped people from all walks of life with their financial planning. I do so with careful consideration, empathy, and above all dogged determination to achieve the best possible outcome for my clients.

Facts, figures, projections and spreadsheets mean nothing in isolation. I bring these things to life and give them purposeful meaning, allowing others to imagine themselves in places they thought unreachable.

I consider it a privilege to be given an insight into people's lives, and nothing gives me more pleasure than helping others achieve their dreams....even their wildest ones!

So dream big, because I'm right behind you...

I live in Mold, Flintshire with my lovely partner and our 2 boys. My exercise of choice is running, though I am still a keen novice. I love painting with acrylics, heavy metal music and the colour black.

Qualifications
  • Diploma in Financial Planning - CII - 20/01/2020
  • Certificate in Equity Release - CII - 17/08/2021

My Services

Investment & Savings

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

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.

Mortgages & Borrowing

Mortgages & Borrowing

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.

Protection

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

Find out more

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 provide innovative investments

£33 billion
Invested with over 550,000 clients

Find out more

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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

Find out more

Get Started

Get in touch

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 07342296460

How can I help you?

* Indicates required fields

Client testimonials

Rhian

I have used Cassie a few times now with different financial issues and I have found her to be very helpful and knowledgeable. Nothing seemed too much trouble and always felt at ease. Thank you so much and would highly recommend.

Katie

Superb service, very knowledgeable, and it was a straightforward procedure. Cassie found me the best deal and saved me money in the process. I will be using her again for any renewals. I 100% recommend.

Paula

Very impressed! Cassie came to our house to run through some options for us.

Rebecca

I have been trying to seek some easy to understand pension advice for sometime, I dealt with Cassie and she answered my queries really quickly in a really easy to understand way, she has a wealth of knowledge, I would highly recommended Cassie for any pension and financial advice!

Our website uses cookies to help personalise your experience with True Potential. By clicking "Accept all", you consent to our use of cookies. You can choose to control which cookies we use at any time, by clicking "Manage Preferences". If you choose not to accept some cookies, please note you may experience more limited functionality on our website. To learn more, read our Privacy notice.

Accept all Reject all Manage Preferences