Jody Burns
BSc IMC CFPᵀᴹ Chartered FCSI
Financial Adviser with True Potential
As a Financial Planner with True Potential Wealth Management, I’m committed to adding unquestionable value to my clients’ lives.
After reaching the summits of Mt. Blanc, Mt. Kilimanjaro and Mt. Elbrus, I knew that I would not have made it to the top of any of these if it were not for the help, support and encouragement of my guides. I believe life is also a journey to the top, and I give guidance to help my clients achieve their unique and individual life goals and help them to understand how much is ‘enough’ to live their ideal life with the security of financial independence.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter...
Whether it’s a worry-free retirement, saving for your children’s education, fulfilling lifelong ambitions, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can support you by addressing all aspects of your financial wellbeing, from investments, pensions, and insurance to inheritance tax planning and long-term care planning, while offering exclusive opportunities.
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
I have worked in financial services for over 20 years. I am a Chartered Wealth Manager, a Certified Financial Planner through the Chartered Institute for Securities & Investment and a Registered Life Planner through the Kinder Institute of Life Planning. I am continually enhancing my knowledge and expertise through industry events and formal training. I relish the privilege and responsibility to be the trusted Life Planner and Financial Planner for every one of my unique and individual clients, and to be part of their life’s journey.
- CFP Chartered Fellow (Financial Planning) of The CISI - The Chartered Institute for Securities & Investment (The CISI) - 03/05/2022
- Level 7 Chartered Wealth Manager & Certified Financial Planner - The Chartered Institute for Securities & Investment (The CISI) - 04/07/2025
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.
