Dawn Jackson
Practice Manager for: TPWM Wealth Management Partners - Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri.
Dawn is Practice Manager and has worked for the company since 2004.
James Gregory
Chartered Financial Planner
Financial Adviser with True Potential
Milton Keynes, Buckinghamshire
I have been advising clients on their financial affairs for over a decade. I am proud to hold the highest qualification the industry offers and like to stay up to date with changes in legislation and new products coming to the market.
I pride myself in building and maintaining long term, trusted client relationships. This is based on a very high level of personal service and face-to-face wealth management advice. I have many long-standing clients who have benefited from a personal approach to financial planning.
Qualifications
- Certificate in Financial Planning - Chartered Insurance Institute - 10/11/2019
- Diploma in Financial Planning - Chartered Insurance Institute - 06/06/2011
- Chartered Financial Planner - Chartered Insurance Institute - 12/01/2019
- Fellow of the Personal Finance Society - Chartered Insurance Institute - 12/01/2019
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.
Inheritance, Estates & Tax
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.
My Team
Gemma McGlue
Head of Client Servicing & Marketing for: TPWM Wealth Management Partners - Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri.
Gemma is Head of Client Servicing & Marketing and has worked for the company since 2014.
Michelle Reilly
Head of Client Servicing & Marketing for: TPWM Wealth Management Partners - Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri.
Michelle is the Practice Administation Team Leader and has been with the company since 2015.
Lidia Zeolla
Administrator for: TPWM Wealth Management Partners - Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri.
Lidia is an Administrator and has been working for the company since 2006.
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.
