Chartered Financial Planner
Financial Adviser with True Potential
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Prior to joining the financial services industry, I completed an accountancy degree at Queen's University Belfast which complements the financial advice roles I have held over the last 18 years...
After graduating I completed professional qualifications in Financial Advice progressing through Certificate and Diploma level, and now hold Chartered Financial Planner status - a clear differentiator when selecting a professional adviser.
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.
Client Servicing Specialist
Jess is currently working towards achieving her degree and financial services accreditations. She enjoys delivering a friendly and professional service to our clients and providing support to her colleagues to ensure all the complex practice operations run smoothly.
Client Servicing Specialist
Megan has gained a wide range of financial services experience having previously worked in a busy building society and mortgage adviser practice before progressing to financial planning support...
She enjoys helping clients towards a successful outcome and is developing her knowledge through professional qualifications in financial planning.
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.
