FPFS
Financial Adviser with True Potential
With over 20 years of experience in the financial services industry, I am a seasoned and highly qualified adviser, holding Chartered status with the Chartered Insurance Institute (CII) and Fellowship of the Personal Finance Society (PFS) — two of the highest distinctions in UK financial planning.
Authorised and regulated by the Financial Conduct Authority (FCA), I deliver tailored advice across both personal and corporate financial planning. Whether supporting individuals with retirement planning, investments, tax strategies, or helping businesses with employee benefits, succession planning, and protection, I provide clear, strategic, and holistic guidance built around long-term relationships and real-life goals...
Known for a client-first approach, I combine deep technical knowledge with a warm, approachable style that helps clients feel confident and in control of their financial future. Whatever stage of life or business you're in, I offer the expertise and insight to help you make informed, forward-thinking decisions.
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.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Administrator
Lydia has spent the last 20 years navigating the world of finance. Her journey has been all about delivering top-notch customer service and making sure that our advisers are on their A-game, ensuring they offer the best support possible.
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.
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.
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.
