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Get in touch

Robert Jones

DipFA

Financial Adviser with True Potential

Oxon, Oxon
Headshot of Robert Jones

With over 12 years of experience at True Potential and 28 years in total, I provide tailored financial advice to help individuals and families plan for a secure and rewarding future. My areas of expertise include pensions, retirement planning, drawdown strategies, investments, life cover, and income protection. I take pride in delivering clear, honest guidance that empowers my clients to make confident financial decisions.

Outside of work, I’m a keen golfer and a qualified football referee at county level in Oxfordshire. I’m also a proud family man, happily married with two children, and I understand first-hand the importance of planning for life’s milestones and protecting what matters most.

Qualifications
  • DipFA - CII - 01/10/2010

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.

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 07502205826

How can I help you?

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