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Get in touch

Kathryn Dickinson

LLB Hons, ACSI, DipPFS

Financial Adviser with True Potential

Liverpool, Merseyside
Get in touch
Headshot of Kathryn Dickinson

I help individuals, families and business owners to plan, protect and invest for the future they deserve.

I provide advice at any age or life stage to help you take control of your money and future, to enhance your life and the lives of those you love.

As your financial adviser, I support you to define your goals, make effective use of your tax allowances, and reassure you through any unexpected life events. Whether that be saving for your future, working towards your retirement or simply protecting your wealth, I am here to provide holistic, personalised financial planning to help build and secure the future you want...

With over 12 years experience in the financial services industry I pride myself on giving trusted advice that is clear, efficient and straightforward to build long standing relationships and to ensure your money works harder for you.

I am based in Liverpool City Centre but available to travel and also offer virtual meetings to suit your schedule. If you would like more information please do not hesitate to contact me for a no obligation chat.

In my free time, I enjoy going to the gym and reformer pilates, watching football (big red!) and spending quality time with my little girl.

Qualifications
  • Diploma in Regulated Financial Planning - CII - 29/02/2024
  • Investment Operations Certificate - CISI - 20/08/2018
  • Risk in Financial Services - CISI - 20/08/2018

My Services

Investment & Savings

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

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

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

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

20 awards
20 industry awards won in 2025

Find out more

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

£37 billion
Invested with over 600,000 clients

Find out more

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

10 million
Over 10 million logins in 2025

Find out more

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.

Call me on 0151 705 9014

How can I help you?

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