Jared Allen

With over 10 years of experience in the financial services industry, I’ve dedicated my career to helping individuals, families, and business owners create financial strategies that are as unique as their goals. My mission is to serve as a trusted partner, guiding clients through life’s financial complexities with clarity, empathy, and actionable advice.

As a Wealth Management Partner at True Potential Wealth Management, I offer a comprehensive range of services, including retirement planning, investment management, tax-efficient strategies, estate planning coordination, and risk management. I work closely with clients to understand not just their financial objectives, but also the personal values and life aspirations behind them...

Whether you're building wealth, planning for retirement, funding your child's education, or transitioning a family business, I tailor strategies that are designed to grow and evolve with you.

I hold a Level 4 Diploma in Financial Advice from the London Institute of Banking and Finance; DipFA (now known as Walbrook Institute London) as well as graduating from Leeds Metropolitan University (now Leeds Beckett) with a degree in Accounting and Finance (BA Hons), which reflects my commitment to ongoing education and ethical standards. I stay abreast of the latest market trends, tax law changes, and planning techniques so my clients can feel confident that their financial strategies are grounded in both sound theory and current reality.

My approach is rooted in education and collaboration. I believe that when clients understand the “why” behind their financial decisions, they feel more empowered and confident about their future. I strive to create an environment where questions are welcomed, goals are clarified, and planning becomes a proactive and even enjoyable process.

Outside of my professional life, I enjoy spending time with my family, whether at home, on a day out or travelling. I enjoy spending time with my friends which, mainly includes my passion of football, mainly playing and then watching my second love which is Manchester United however, this has been painful in recent times. These personal interests help me stay grounded and often provide fresh perspectives that enhance my professional relationships.

Ultimately, I measure success not just by portfolio performance, but by the peace of mind and progress my client’s experience. Building lasting, meaningful relationships is at the core of what I do.

If you're looking for a financial advisor who listens first, communicates clearly, and puts your interests at the heart of every recommendation, I’d be honoured to connect.

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