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Get in touch

Claudia Carter-Kydd

CeMAP

Financial Adviser with True Potential

Linlithgow, West Lothian
Headshot of Claudia Carter-Kydd

I’ve been working in financial services since 2020, entering the industry during the challenges of the COVID era and gaining full qualifications in 2021. After two years of experience in an employed role, I took the exciting step to become self-employed in Spring 2023, partnering with True Potential to provide tailored mortgage and protection advice.

Whether it’s helping clients purchase a new home, raise funds for renovations, or put the right protection in place for their family, I’m passionate about providing clear, honest guidance that fits their individual circumstances...

I believe in the importance of mortgage and protection advice going hand-in-hand, and I take pride in building lasting relationships with clients, truly getting to know their goals and supporting them every step of the way.

Outside of work, life is just as full! I spend my weekends with my husband Martyn, our 4-year-old son Oliver, and our lively puppy Arlo. We love making memories together—whether it’s holidays, day trips, or simply enjoying time as a family.

Qualifications
  • CF6 Mortgage Advice - Chartered Insurance Institute - 01/07/2021
  • (CF1) UK financial services, regulation and ethics - Chartered Insurance Institute - 01/03/2021

My Services

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.

My Team

Susan Dewar

Administration Manager

Susan has been with me since the very start of my career in the industry, playing a vital role in delivering a seamless mortgage and protection process for our clients from beginning to end...

She works closely with lenders, providers, and solicitors to ensure everyone stays informed and up to date throughout each case.

Her dedication and attention to detail help guarantee a smooth experience for clients, and her support behind the scenes allows me to focus on providing the best service possible.

Outside of work, Susan loves to travel and enjoys exploring the world with her husband, Mike. Her experience, reliability, and commitment make her an invaluable part of the 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

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 01506242243

How can I help you?

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