Jennie Rowland
DipFa
Financial Adviser with True Potential
With nearly 30 years of experience in financial services, I’ve come to understand that real financial advice goes far beyond numbers — it’s about people. For me, everything starts with truly getting to know my clients: who they are, what matters to them, and where they want to go. Only then can we create a plan that genuinely supports their goals and dreams.
I began my career at Lloyds Bank over 27 years ago and feel incredibly proud and humbled that some of the clients I supported in those early days are still with me today. The long-term relationships I’ve built are a reflection of the trust, care, and commitment I bring to every client conversation...
Whether it’s navigating complex products or simply offering reassurance during life’s big decisions, I believe in making financial planning feel clear, accessible, and aligned with what truly matters.
I’m also a proud mum of two and now a very happy grandma to one — family is everything to me, and it’s shaped how I work: with empathy, honesty, and a focus on real-life outcomes.
What I love most about my job is helping people realise that the future they hope for is within reach — and walking alongside them every step of the way as they make it happen.
- Diploma in financial planning - IFS - 30/10/2008
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.
