Jennifer Usher
BA (hons), Dip PFS, Cert CII (MP)
Financial Adviser with True Potential
With over 20 years of experience in financial services, I have been guiding individuals and businesses on their financial journeys. Whether you're in the heart of the Cotswolds or anywhere across the South of England, I’m here to provide personalised advice on pensions, investments, and retirement planning.
Understanding that everyone's financial situation is unique, I take the time to get to know you and what truly matters to you. Whether you're dreaming of a worry-free retirement, saving for your children's education, fulfilling a lifelong ambition, running a successful business, or leaving a legacy to your loved ones or a cherished cause, I'll be with you every step of the way...
Managing your wealth can feel overwhelming, but I aim to make it simple and stress-free. From investments and insurance to tax and estate planning, I cover all aspects of your financial wellbeing, offering exclusive opportunities along the way. I pride myself on keeping financial planning straightforward and jargon-free, with a good dose of humour to keep things light.
When I'm not helping clients, I love exploring the beautiful countryside and beaches of the UK with my little family and our dog, Toby. Traveling the world is also a passion of mine, and ever since my son arrived over 10 years ago, our adventures often include a sprinkle of Disney magic. As a problem solver at heart, I enjoy cosying up by a warm fire with a challenging jigsaw puzzle during the winter months.
Meeting new people and building meaningful relationships is one of the highlights of my work. With a strong sense of responsibility and a commitment to providing the best advice, I strive to help you feel confident and reassured about your finances and financial future.
- Diploma in Financial Planning - CII - 01/01/2010
- Advance Financial Planning Certificate Pensions - CII - 01/01/2012
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.
