Jamie Albinson
DipFA, CeMAP, PETR
Financial Adviser with True Potential
I’m a financial adviser with 14 years’ experience helping individuals and families plan for a secure financial future. After a career in professional rugby, I’ve focused on delivering clear, personalised financial planning that supports clients at every stage of life.
I specialise in pre- and post-retirement planning, working closely with clients to build practical, achievable strategies for both saving toward retirement and managing income in retirement. I also provide guidance on tax-efficient investing to help maximise growth or income, and offer protection planning to ensure financial security in any circumstance...
My approach is personal and straightforward: I take the time to understand what matters most to you, then help you put a plan in place to achieve your goals with confidence and peace of mind. Whether you're preparing for retirement, navigating pension choices, or simply looking to make your money work harder, I’m here to support you every step of the way.
- Level 6 Award in Pension Transfers (PETR) - LIBF - 14/06/2018
- Diploma for Financial Advisers - LIBF - 16/01/2014
- Certificate in Mortgage Advice and Practice - LIBF - 08/11/2011
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.
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.
