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Get in touch

Matthew Jenkinson

APFS, CertCII (MP & ER)

Financial Adviser with True Potential

Bury, Lancashire
Headshot of Matthew Jenkinson

With over 12 years of experience in financial services, I’m dedicated to helping clients achieve their goals with confidence and clarity. I take the time to understand each person’s unique circumstances, priorities and ambitions, ensuring every financial plan put in place is tailored to their needs. My commitment to transparency, integrity and ongoing support means clients can trust that their financial wellbeing is always my top priority. With a focus on long-term relationships, I aim to provide guidance that brings peace of mind today and security for the future...

As a financial adviser dedicated to supporting business owners, I know how much time, effort and heart goes into running a business and I understand the unique challenges of balancing personal and professional financial goals. My role is to make that part simple. I take the time to learn about you and your business which allows me to create a plan truly tailored to your needs. Clients value my straightforward, honest approach and the genuine care I bring to every conversation. My goal is to help you make clear, confident decisions that support both your business growth and your personal financial wellbeing.

In my spare time, I enjoy spending time with my family and friends. I am a keen golfer and an avid fan of Newcastle United. I also like to switch off by going to the gym, running and hiking.

Qualifications
  • APFS - CII - 01/11/2018
  • CertCII (MP & ER) - CII - 01/11/2017

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.

Inheritance, Estates & Tax

Inheritance, Estates & Tax

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.

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

19 awards
19 industry awards won in 2024

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

£33 billion
Invested with over 550,000 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

8 million
Over 8 million logins in 2024

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 07772 201786

How can I help you?

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Client testimonials

Helen

Matthew helped by establishing a pension scheme which has performed very well and after ascertaining the needs of myself and my children, ensured relevant protection policies were put in place. He also helped with ensuring trusts were in place in favour of the children.

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