BA (Hons)FPFS Chartered Fellow
Financial Adviser with True Potential
Time is one of our most valuable and limited resources. While we can’t buy more of it, working with a financial planner allows you to make the most of the time you have—focusing on what you do best and spending more of it on the things that truly matter.
My passion lies in inspiring people to use their financial resources wisely and intentionally, helping them plan for the future while living a life that aligns with their values and aspirations. This purpose drives everything I do.
With over 26 years of experience in financial planning, I’ve had the privilege of building strong, lasting relationships with clients who value clarity, trust, and results...
As a Chartered Financial Planner, I bring expertise across all areas of financial advice, using advanced tools and technology to provide clients with a clear picture of their financial journey. This includes tracking progress toward goals and adjusting plans as life evolves—offering reassurance that your finances are in safe hands.
My key areas of specialism include retirement planning through detailed cash flow modelling, inheritance tax mitigation and intergenerational wealth transfer, and working with business owners to plan for successful exits and long-term financial security.
Outside of work, I’m a passionate football and cricket fan, a health and fitness enthusiast, and a keen foodie. I also enjoy long walks with my Goldendoodle, Otis, who keeps life full of energy and fun.
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 provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Practice Manager
Tom has worked with Louise for over 16 years. He manages all of the administration and IT aspects of the business. He has built strong relationships with our clients over the last 16 years. In his spare time he cheers on his beloved Huddersfield Town.
Head of Security
Otis joined the business in 2016 and passed his training with flying colours. He has now been promoted to Head of Security.
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.
