Veronica Jhanji

Over the years of working with many individuals, families and businesses, I have learned that exceptional financial planning isn't just about managing investments, it's about uncovering opportunities others overlook.

I am a Wealth Management Partner with True Potential LLP because their cutting-edge technology perfectly complements my analytical approach. I examine the interconnections between your finances, tax position, and life goals, discovering significant savings and opportunities that have been hiding in plain sight.

Whether it's spotting a tax inefficiency or restructuring protection to eliminate gaps, or identifying pension allowances going unused, I believe the details matter...

With qualifications including a Diploma in Regulated Financial Planning, Certificate in Mortgage Advice, Equity Release and Long Term care insurance, I provide comprehensive planning across all aspects of your financial life.

This includes: Investments, Pensions, Inheritance Tax Planning, Intergenerational Planning, Trusts, Personal Protection, Business Protection and Mortgages. But credentials only tell part of the story. What truly drives me is the moment when clients realise, we have not just met their goals, we have exceeded them through careful analysis and creative thinking.

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