Financial Adviser with True Potential
I am a seasoned financial adviser with over 20 years of experience, dedicated to helping individuals, entrepreneurs, and businesses navigate their financial journeys. Based in Milton Keynes, I specialise in providing comprehensive advice on a wide range of financial matters, including tax strategies, pensions, mortgages, protection, and investment planning. I also collaborate closely with my network of local experts to ensure my clients receive well-rounded, tailored solutions.
Since starting my career in 2003, I have built a reputation for delivering personalised financial plans that address each client’s unique needs...
I take pride in empowering my clients to make informed decisions that align with their goals, offering clarity and confidence in even the most complex aspects of financial planning.
Continuing education is a cornerstone of my approach. I am passionate about staying at the forefront of developments in the financial sector, ensuring that my clients benefit from the most up-to-date and relevant advice. I am always open to connecting with new clients and professionals, and I look forward to helping you achieve your financial objectives.
Outside of work, I am an avid rugby enthusiast. Whether playing for my local club or cheering on the Northampton Saints at Franklin’s Gardens, rugby remains a big part of my life. I also coach my son’s team on Sunday mornings, which is often the highlight of my week. Watching these young players grow in confidence and teamwork is incredibly rewarding and reminds me of the values that make the sport so special.
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.
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Office Manager
Keren has been a key part of the team since 2005 and now we simply couldn't be without her. Keren brings a wealth of experience to the party having been in financial services for over 25-years in various roles from small IFA firms through to multi-national businesses.
Administrator
Claire joined us in 2019 for her first role in financial services. Since then Claire has developed her knowledge and skill at an incredible pace and now plays a key role for the team and our clients through systems support, admin support and also writing and preparing reports and advice solutions.
Administrator
Rachel's focus is primarily toward the corporate advice/employee benefits side of our business but also manages the mortgage and protection advice processes. Having now been a part of the team since 2016 Rachel has become integral in so many areas that she is a huge asset to us all.
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.
