MPharm PETR CertLTCP AdvDipFA
Financial Adviser with True Potential
I’m a Chartered Financial Planner with over a decade of experience in the financial services industry. My professional journey began in a different field—after studying at Queen’s University Belfast, I earned a Master’s degree in Pharmacy and qualified as a pharmacist in June 2009. While working full-time in that role, I pursued my interest in personal finance and passed the Certificate in Mortgage Advice and Practice with the London Institute of Banking and Finance (LIBF) in October 2011. Building on that, I achieved my Level 4 Diploma in Financial Advice from the LIBF in December 2013.
After practising as a financial planner for five years, I decided to further deepen my expertise by attaining Chartered status...
In July 2021, I completed the LIBF Level 6 Advanced Diploma and was awarded Chartered Financial Planner status.
I’m passionate about helping clients understand their finances clearly and confidently. I avoid unnecessary jargon and strive to explain financial planning in straightforward terms. My clients tell me they appreciate the calm, honest, and tailored approach I bring to our work together. I care deeply about achieving the best possible outcomes and always take the time to understand each person’s unique circumstances, goals, and values.
My areas of specialism include bespoke financial planning for high-net-worth individuals, pre- and post-retirement planning, pension consolidation, Defined Benefit Pension advice, group pension schemes, investment strategies, inheritance tax planning, and protection planning such as income and life cover. I also work with businesses to deliver corporate financial planning and protection solutions.
Outside of work, I enjoy spending quality time with my partner and our three young children—whether that’s taking them to their sports clubs or enjoying time outdoors making memories. When I get a quiet moment, you’ll often find me playing guitar, listening to music, reading, or occasionally getting out on the golf course.
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 review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Case and Practice Manager
Lisa is an award winning case manager with over 35 years experience in financial services. She prides herself on being organised and efficient, ensuring that all our clients receive the advice and care they need. Lisa is a crucial part of the team.
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.
