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Fraser Loudon

DipPFS, CeMAP, MAccFin

Financial Adviser with True Potential

Edinburgh, Midlothian

As a Financial Adviser based in Edinburgh with True Potential Wealth Management, I specialise in retirement planning, estate planning, mortgages, and protection.

After graduating from the University of Aberdeen with a degree in Accountancy and Finance, I began my career in financial services at Orchard Independent Ltd. There, I worked as a mortgage and protection specialist while studying for my Level 4 Financial Planning qualification. During this time, I had the opportunity to learn from experienced advisers with over 25 years in the industry, which greatly broadened my knowledge and shaped my approach to client service.

In 2023, I joined True Potential Wealth Management with a focus on delivering tailored wealth management solutions...

I take pride in my background in mortgage, protection, and financial planning, as it allows me to take a well-rounded view of my clients needs and goals. I’m passionate about helping individuals and families plan effectively, save wisely, and grow their wealth in a way that supports their long-term aspirations.

I strive to offer a comprehensive and personalised service, ensuring my clients feel confident, informed, and supported at every stage of their financial journey.

Qualifications
  • CII Level 4 Ciploma in regulated Financial Planning - CII - 24/01/2023
  • Level 3 CeMap - LIBF - 22/02/2017
  • Master of Arts in Accountancy- Finance - University of Aberdeen - 01/07/2013

My Services

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

19 awards
19 industry awards won in 2024

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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

£33 billion
Invested with over 550,000 clients

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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

8 million
Over 8 million logins in 2024

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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.

How can I help you?

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