Emma McLaughlin
Financial Adviser with True Potential
Since joining the industry in 1992, I have provided tailored financial advice to individuals and businesses for over 30 years. Everyone’s financial situation is unique so I will take time to get to know you and what is important to you, your family or your business. Together we will plan your financial future. I enjoy spending time with my family and walking my dogs in my spare time.
I am based in the Cotswolds and London and cover the South West.
- Certificate in Financial Planning - CII - 07/12/1994
- Diploma in Financial Planning - CII - 13/12/2010
- Certificate in Mortgage Advice - CII - 27/02/2007
- Certificate in Equity Release - CII - 27/06/2007
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.
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.
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.
