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Karen Tomkinson

DipPFS, BA (Hons)

Financial Adviser with True Potential

Bradford, West Yorkshire

I’ve been working as a financial advisor since 1996, when I began my career at HSBC. Over the years, I had the opportunity to work across both the personal and corporate markets, helping individuals, families, and businesses navigate their financial journeys. In 2018, I joined True Potential, where I’ve continued to build on my passion for providing tailored financial advice. Working with True Potential has been a fantastic experience. Their innovative technology, forward-thinking approach, and commitment to client service allow me to deliver the very best support to those I work with. It’s a firm that truly shares my values.

With nearly three decades of experience, I understand that every client’s situation is unique...

That’s why I focus on creating long-standing relationships built on trust, honesty, and consistency. Whether you’re planning for retirement, investing for the future, or protecting your estate or loved ones, I’ll be with you every step of the way.

Outside of work, I lead a full and happy life. Spending time with family and friends is truly my favourite thing to do.

Qualifications
  • DipPFS - CII - 20/07/2011
  • Bachelor Of Arts - Leeds Metropolitan University - 03/07/1997

My Services

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

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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 provide innovative investments

£33 billion
Invested with over 550,000 clients

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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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Get in touch

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

How can I help you?

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