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Get in touch

Denis Mulholland

DipPFA

Financial Adviser with True Potential

St. Ives, Cambridgeshire
Get in touch
Headshot of Denis Mulholland

Trusting someone with your financial wealth is an extremely important decision to make. Our company aim is to establish lifelong relationships with our clients and their families, providing simple, yet trusted financial solutions. By regularly reviewing your situation, we help you to have a fluid financial plan that reflect your journey through life...

Using our 3-step approach we:

- Listen to your financial dreams and aspirations

- Plan with you to provide trusted financial solutions – empowering you to

- Realise your financial future

We advise in the areas of:

- Retirement planning

- Investment planning

- Inter-generational wealth planning

- Protecting you and your finances

As a retired army officer and former pension adviser with the Armed Forces Pension Society, I understand the intricate needs of members of the public services. I work closely with members of the police community, helping police officers to develop a secure retirement plan and am in a unique position to deliver specialist advice to service personnel, veterans, public servants and their families; recognising the need to integrate both civilian and service requirements.

Qualifications
  • Diploma in Regulated Financial Planning - Chartered Insurance Institute - 01/08/2019

My Services

Investment & Savings

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

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.

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

Rachel Mulholland

Practice Manager

As the practice manager, my role is to help the financial advisers in the practice to deliver a first class client journey. I run the operations management of the business, ensuring that the systems we have in place prioritise the client at every step...

We have an excellent administration team and a shared goal of providing an exceptional service.

Alison Riley

Paraplanner

As the office paraplanner, I am responsible for helping the financial advisers with the technical aspects of the financial advice they deliver. I prepare the paperwork and update the back office systems to ensure the data is maintained accurately...

I am the 'go to' person in the office team for technical advice.

Karen Mckay

Administrator

As the main administrator in the office, I manage the client relationships for the advisers. I ensure that clients are updated regularly, book their appointments and answer any questions they may have. When a client contacts the office, I am usually the person they speak to first.

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

20 awards
20 industry awards won in 2025

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

£37 billion
Invested with over 600,000 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

10 million
Over 10 million logins in 2025

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 01223 298221

How can I help you?

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