Jay Kumar
Financial Adviser with True Potential
I'm a passionate financial adviser with True Potential Wealth Management. In a relatively short time, I've developed a strong understanding of the complexities of wealth management and the critical importance of delivering exceptional client service.
At True Potential, I’ve found a place where my dedication to financial planning is shared by a team of like-minded professionals. Working closely with the firm's wealth management partners, I play an active role in ensuring clients receive personalised, comprehensive advice to help them achieve their financial goals.
My approach to financial planning is holistic and highly client-focused, carefully considering each client’s unique circumstances, objectives, and risk tolerance...
I strive to go above and beyond to make sure clients feel informed and empowered to make sound financial decisions.
What truly drives me, however, is building lasting relationships. Known for my warm and empathetic nature, I take great pride in being a trusted adviser and confidant to clients from all walks of life.
Since earning my Diploma for Financial Advisers (DipFA) from The London Institute of Banking and Finance, I've pursued additional courses, continually enhancing my knowledge through industry events and dedicated academic study to best serve my clients.
- Pension Transfers (PETR) - London Institute of Banking and Finance (LIBF) - 12/01/2024
- Certificate in Long Term Care and Later Life Planning (CertLTCP) - London Institute of Banking and Finance (LIBF) - 26/05/2023
- Diploma in Financial Advice (DipFA) - London Institute of Banking and Finance (LIBF) - 12/01/2023
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.
Inheritance, Estates & Tax
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.
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.
