Financial Adviser with True Potential
I’ve been involved in the financial industry for most of my working life, including retail and investment banking, before moving into the advice sector over 15 years ago as a mortgage and protection adviser. I have since moved on to become a financial adviser, and being able to offer a holistic service where I can help clients in wealth management and financial planning, as well as home finance...
My career has been a natural progression and has enabled me to see and work through many changes in the financial industry and I found that so many of my clients wanted my advice on more and more aspects of their financial plans and dreams, and I have always enjoyed helping so many clients achieve their goals, whether that was buying their first house or moving towards their dream home and financial freedom
With True Potentials award winning technology and streamlined systems, this provides the perfect platform and next steps in this continual progression for myself and my clients, offering such exciting innovative ideas like impulseSave®, where you can top up your investments from £1 in just a few taps so clients can chip away at their goals whenever and however they like.
True Potential's systems will allow me more time to help more clients work towards achieving their goals, which after all, is the part of my role that is the most important to me. Along with access to your financial plans 24/7, the system provides me with the improved efficiency to enable me to help clients with all of their financial needs, from retirement planning and tax efficiency, through to purchasing your dream home with independent mortgage advice and making sure you can keep hold of your property, by protecting you and your assets.
Please do take the time to have a look through my website and feel free to get in touch to find out more about how I may be able to help you and your family.
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.
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.
Practice Manager
Zoe has been with us since 2019 and has demonstrated growth within our organization, as she has recently taken on the role of Practice Manager, where she oversees all administrative and business operations, as well as maintain excellent client relations...
Zoe is a skilled multitasker, balancing her responsibilities at work with her personal life as a mother of three young boys, including twins.
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.
