Lynn Barclay
Financial Adviser with True Potential
As a Chartered Financial Planner with True Potential Wealth Management, part of the renowned True Potential Group, I am dedicated to delivering exceptional value, choice, and expertise to my clients.
With over 15 years of experience in helping individuals and families achieve their financial aspirations, I bring a wealth of knowledge and proficiency to the table. The journey to becoming Chartered involves rigorous education and examinations, ensuring that I possess a comprehensive understanding of financial planning, investment management, and related areas.
I love getting to know my clients, listening and understanding what truly matters. This approach allows me to develop a financial plan tailored to your unique goals and circumstances...
Using True Potential’s award-winning technology, I provide straightforward and transparent advice in a simple and convenient manner.
My clients are empowered to take control of their financial futures, with 24/7 access to monitor their finances online and via tablet or smartphone. This accessibility ensures that you can reach your financial goals more efficiently and with greater confidence.
- Fellow of Personal Finance Society - Personal Finance Society - 11/12/2017
- Chartered Financial Planner - Personal Finance Society - 11/12/2017
- Advanced Diploma in Financial Planning - The Chartered Insurance Institute - 04/12/2017
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.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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.
