Jack Miller
Financial Adviser with True Potential
With nearly 40 years in the financial services industry, my focus remains on delivering straightforward, effective solutions for my clients. Since starting in 1985, I've had the privilege of guiding individuals and families through the complexities of financial planning, and in 2016, I expanded my team with Tim Miller joining as an adviser. In 2021, George Miller joined us as a paraplanner, allowing me to dedicate more time to strategic planning—and, on occasion, to enjoy sailing and golf...
While the industry has evolved over the years—new technologies, changing titles, and fresh methodologies—the heart of what we do remains the same: understanding each client’s unique circumstances, identifying their goals, and creating a tailored, actionable plan to help them reach those goals. Regular reviews ensure that we stay on track and adjust strategies as life and financial landscapes change.
Our core principle remains unchanged: Complicated Finances made Simple.
- Financial Planning Certificate - The Chartered Insurance Institute - 29/02/1996
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
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.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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 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 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.
