Financial Adviser with True Potential
My journey in financial services began in 2016 as an Administrator within a successful Independent Financial Adviser practice. This foundation provided me with a deep understanding of the industry from the ground up. As I progressed to become a Paraplanner, I honed my technical expertise, qualifying as a regulated Financial Planner in 2019.
Today, I proudly serve both corporate and individual clients, including business owners, directors, and high-net-worth individuals, as part of a team consisting of three Financial Planners and one Administrator...
My clients benefit from detailed cashflow modelling, which provides them with an understanding of how much income they require in retirement, how long their funds will last and, importantly, whether they can go and achieve the goals and ambitions they aspire to achieve.
I believe that financial planning should be both empowering and accessible. Whether you're planning for retirement, investing for the future, or navigating complex financial decisions, I am here to provide the expertise and support you need every step of the way.
At True Potential Wealth Management, we combine cutting-edge technology with personalised, face-to-face advice, ensuring that every financial plan we create is unique. My approach is grounded in professionalism, care, and a genuine commitment to helping you achieve your financial goals with confidence.
I am proud to be associated with the award winning True Potential Wealth Management and I look forward to joining you on your financial journey.
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.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Financial Services Administrator & Client Servicing Manager
Rose has joined our team as a Financial Services Administrator, bringing a wealth of experience and a strong commitment to enhancing our client services. Her dedication to thorough administration and attentive client care makes her a valued member of our team...
Outside of work, Rose enjoys running, going to the gym, and spending time outdoors with our dog, Toby.
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.
