Denise Sinton
MA(hons) DipPFS
Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, I create tailored financial plans to help my clients and their families to achieving their goals and secure their financial future.
I understand that managing finances can feel overwhelming and complex, especially with all the jargon involved, and it can also be time-consuming. I can simplify your life by addressing all aspects of your financial well-being, including investments, insurance, tax, and estate planning.
With over 6 years of experience in the financial services industry, following a 15-year career in the Public Sector, I am based in the Scottish Borders and serve clients across the UK.
Please get in touch for a free initial consultation.
- DipPFS - Chartered Insurance Institute - 12/08/2021
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.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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.
