DipPFS
Financial Adviser with True Potential
My first role in financial services was running the enquiries inbox for an international fund manager. I remember receiving a letter from an investor wanting to withdraw her ISA to pay for her daughter’s wedding. Our responses were scripted, so I couldn’t congratulate her and wish them a good day. I knew then that I wanted a more personal relationship with clients and didn’t want my contact with them to be from behind a logo. I completed my Financial Planning Diploma in 2018 with a small firm in Essex, and in 2024 I joined True Potential.
As a financial planner, I'm passionate about guiding clients towards realising their goals and helping them reach them...
We start with a series of meetings where we explore key areas where I can provide support. From there, I'll develop a financial plan designed to align with your goals. We'll review the plan regularly to make sure it remains fit for purpose; taking into account changing personal circumstances and new legislation.
I don't have an "ideal client" but I tend to gravitate towards people for whom personal finance has taken a backseat. Maybe because they've been happy to delegate to a partner, or have been devoted to a creative career.
In my spare time I enjoy reading and playing badminton. I also spend a lot of time (and money) seeing live music - punk, ska, rock and of course Taylor Swift.
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.
PA & Income Manager
I have worked in financial services since 2000 when my children reached school age. I previously worked in a secretarial role and in credit control. I look after the team’s diaries, booking meetings and liaising with clients. I also manage fees and commission.
Senior Administrator
I have worked in financial services for over 20 years. I currently support Emma in building relationships with clients, by providing a first-class service.
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.
