Clare Farrell

Financial Adviser with True Potential

Burbage, Leciestershire

For more than 20 years, I’ve been helping individuals and families reach their financial goals. After qualifying as a financial adviser whilst working at Nationwide Building Society, I progressed my career in financial services, obtaining stock broking and advanced pension qualifications and I continue to pursue my own professional development.

As a Financial Adviser with True Potential Wealth Management, I'm committed to delivering better value and choice for my clients.

Everyone’s personal situation is unique, I will take the time to get to know you and what’s important...

Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning while offering exclusive opportunities.

Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident, and empowered to reach your financial goals.

I’m also very committed to giving back to my local community. I support several charities and deliver financial education talks to high schools, voluntarily, to help them leave school with better financial skills. I enjoy paddle boarding, open water swimming, and walking my dogs along with watching my son play football.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Qualifications
  • LIBF Level 6 Award In Pension Transfers - LIBF - 31/07/2017
  • CII Level 4 Certificate in Discretionary Investment Management (QCF) - CII - 24/04/2013
  • J10 Discretionary Investment Management - CII - 24/04/2013
  • R03 Personal Taxation - CII - 14/06/2012
  • CF8 Long Term Care Insurance - CII - 14/08/2008
  • R04 Pension & Retirement Planning - CII - 12/04/2011
  • R01 Financial Services, Regulation & Ethics - CII - 12/07/2011
  • CII Level 3 Certificate in Financial Planning (QCF) - CII - 28/10/2011
  • CF2 Investment & Risk - CII - 25/07/2008
  • CIB Level 3 Certificate for Financial Advisers - IFS - 04/10/2002

My Services

My Team

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

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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

£34 billion
Invested with over 550,000 clients

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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

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Get Started

Tell me your goals

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.

How can I help you?

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Client testimonials