Client Service Team
Client Servicing
Meet the team, we are very fortunate to have such an experienced client focused team of professionals.
Colin Burgess
DipFA
Financial Adviser with True Potential
Troon, Ayrshire
I am a Wealth Manager with over 20 years of experience in the financial industry. Throughout my career, I have held various roles, including adviser, account manager, and training and competence manager, which have provided me with well-rounded expertise.
I specialise in offering tailored financial advice to a diverse range of clients across key areas such as investments, pensions, mortgages, and protection. My career has been both challenging and rewarding, with a strong focus on delivering high-quality advice and nurturing the connections I’ve built over time.
I believe that exceptional customer service is paramount—treating clients like family ensures trust and confidence...
Regular communication is key to resolving issues, which is why I maintain consistent reviews with my clients and am always available to assist them.
Qualifications
- Diploma in Financial Services - Chartered banker Instituite - 05/01/2020
- Cemap - Institute of Financial Services - 05/05/2004
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
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.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
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
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
Carol Gorman
Client Service Administator
With 28 years of industry experience, including roles in pension leadership, quality, and training, I bring extensive knowledge in Defined Contribution and Defined Benefit schemes...
As a key support to advisers, I handle all aspects of client administration, ensuring exceptional service and seamless assistance in new business, claims, and servicing.
Laura Paterson
Client Service Administrator
With 39 years of industry experience, I have supported advisers and clients with life assurance, mortgages, and financial services. My role focuses on handling all areas of administration, including new business, claims, and servicing...
I prioritise excellent client service; valuing respect, responsiveness, and trust to foster long-term relationships and success.
Addie Slavin
Office Administrator
With over five years of experience, I have a diverse background in executive administration and marketing within the education and IT sectors. In my current role, I support Colin and the Admin Support Team while overseeing marketing campaigns and workplace pension management...
I believe exceptional customer service builds trust, strengthens relationships, and drives client referrals.
Marion Paterson
Office Manager
As Office Manager with 15 years of industry experience, and a background in the NHS and Public Relations, I bring strong organisational skills and administrative expertise. My role encompasses Finance, HR, and overseeing office operations...
I am committed to delivering high-quality customer service, ensuring clients are respected and well-supported in every interaction.
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 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 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.
