Robbie Jones
Financial Adviser with True Potential
I’m a Wealth Management Partner based in Pencoed, South Wales, dedicated to guiding clients through life’s pivotal financial moments. With a background in tax and pensions, I have cultivated a holistic approach to financial planning, encompassing retirement planning, wealth management, mortgages and family protection. I believe quality financial advice should be accessible to all, regardless of current or anticipated wealth, and I’m committed to helping my clients make informed decisions that align with their long-term goals.
Having begun my career in Llandudno, North Wales, I relocated to Cardiff for university, eventually settling in Pencoed with my wife to raise our family...
Outside of work, I am a Welsh speaker and passionate about passing on the language to future generations. My personal time is often spent with our three young daughters, with family at the heart of what I do both professionally and personally.
My goal as an adviser is not just to provide financial advice, but to build lasting relationships with clients, helping them navigate complex financial decisions and achieve their aspirations, whether buying a first home, planning for retirement, or pursuing lifelong dreams. If you’re ready to take control of your financial future, I’m here to help.
- Diploma in Regulated Financial Planning - The Chartered Insurance Institute - 19/11/2020
- Certificate in Mortgage Advice and Practice (CeMAP) - The London Institute of Banking and Finance - 25/03/2021
- BA Professional Studies in Taxation - Manchester Metropolitan University - 07/06/2019
- BSc Geography - Manchester University - 23/06/2010
- MSc Geography, Policy and Practice - Cardiff University - 09/04/2013
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.
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.
Mortgages & Borrowing
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.
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.
