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Get in touch

Jacqui Moyies

Chartered APFS

Financial Adviser with True Potential

Southend-on-Sea, Essex
Headshot of Jacqui Moyies

Imagine your future where your finances align with your dreams and your dream lifestyle can become reality – whether it’s worry-free retirement, passing your wealth onto your family, or the freedom to live life on your terms.

As a Chartered Financial Planner with 15 years’ experience, I offer personalised, trusted financial advice tailored to you, your family or your business.

I am passionate about empowering you to make the best decisions for yourself and to take control of your financial journey.

My approach is to listen, educate and guide you in a safe, non-judgemental space to uncover what matters most to you...

Together, we will develop a clear, achievable plan to reach your goals, regularly reviewing your plan, keeping you on track and ensuring it evolves with your life.

With 24/7 access to your finances via an online platform or mobile app, you will be better informed, and more confident to reach financial success.

Qualifications
  • Chartered Financial Planner - CII - 29/11/2018
  • Award in Long Term Care - CII - 12/12/2011

My Services

Investment & Savings

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

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

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

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

Find out more

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

Find out more

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

Find out more

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.

Call me on 01702217558

How can I help you?

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