Louise Wilson
Paraplanner & Executive Assistant
As a dedicated, highly qualified paraplanner and executive assistant to Chris Wood, a respected financial adviser, I bring a comprehensive blend of expertise and client-focused service to our team...
My dual role allows me to support both the strategic planning and day-to-day operations, ensuring that our clients receive the highest level of attention and care.
In my capacity as a paraplanner, I specialise in the detailed preparation and analysis of financial plans. This involves conducting thorough research, performing intricate financial analyses, and crafting tailored strategies that align with each client’s unique goals and financial situation. My meticulous attention to detail and deep understanding of financial principles ensures that every plan we develop is robust, compliant, and designed to optimise financial outcomes.
As an executive assistant to Chris Wood, I manage a wide array of administrative tasks that are crucial for the smooth operation of our practice. This includes scheduling appointments, preparing reports, and coordinating client communications. My organisational skills and proactive approach ensure that all aspects of our work are handled efficiently, allowing Chris to focus on delivering exceptional financial advice.
My commitment to client service extends beyond administrative and planning duties. I take pride in building strong, lasting relationships with our clients, understanding that financial planning is deeply personal and requires a tailored approach. By listening carefully and understanding each client's unique circumstances, I provide personalised support and guidance that helps them feel confident and secure in their financial decisions.
At True Potential, we strive to deliver outstanding service and results. My ongoing professional development ensures that I stay current with industry trends and regulations, equipping me to provide the best possible support to both Chris and our clients.
With a passion for financial planning and a dedication to excellence, I am proud to contribute to the success and peace of mind of those we serve at True Potential.
