DipFA
Financial Adviser with True Potential
I’m a qualified financial adviser with a passion for helping individuals and families plan for a secure and confident future. With years of experience in the financial services industry, I specialise in pensions, investments, inheritance tax planning, and both personal and business protection. I’m also a Pension Transfer Specialist and hold the Diploma in Regulated Financial Planning (Dip PFS).
Whether you’re planning for retirement, looking to grow your wealth, or want to ensure your loved ones are financially protected, I’m here to make complex financial matters feel simple and manageable...
I believe that good advice starts with a great relationship, so I take time to get to know each client and what really matters to them – both now and in the long term.
I work closely with clients and their families to develop tailored financial strategies that grow with you through life’s milestones. Whether you’re reviewing your pension options, exploring investment opportunities, or thinking ahead about inheritance planning, I’ll guide you with clarity, care, and a straightforward approach.
Based on trust, transparency, and long-term support, my aim is to help you feel confident in your financial choices – today and for the future.
If you’d like a friendly chat about your goals or concerns, please feel free to get in touch.
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.
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.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Administration Manager
Karen has worked in the financial services industry for over 25 years and has a wealth of experience, providing invaluable support. Karen is highly organised with great attention to detail, providing a high level of support to ensure seamless high quality service to all of our clients.
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.
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.
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.
