
Kyran Wilford
Paraplanner
I am proud to bring nearly a decade of dedicated experience in financial planning and wealth management to our team as a Paraplanner.
Since beginning my career in the financial industry, I have developed a deep understanding of the complexities of personal finance and investment strategies...
My journey has been driven by a passion for helping clients achieve their financial goals through meticulous planning and strategic insight.
At True Potential Wealth Management, I work closely with our financial advisors to create detailed, bespoke financial plans for our clients. My role involves thorough research and analysis of financial products, rigorous assessment of our clients' financial situations, and the preparation of recommendation reports. I ensure that every piece of advice we give is not only compliant with current regulations but also perfectly tailored to meet the unique needs of each client.
My expertise spans various aspects of financial planning, including retirement planning, investment portfolios, tax planning, and risk assessment. I am committed to continuous professional development and staying abreast of the latest industry trends and regulatory changes, ensuring that our advice always reflects the best available options.
Outside of work, I enjoy staying active, either on the football pitch or the squash and badminton courts, and volunteering my time at Pilgrims FC which I have done since 2012.