Tell me your goals

Louise Southern

Financial Adviser with True Potential

Earby, Lancashire
Headshot of Louise Southern

For over 20 years I have been helping people plan for the future and to achieve their financial goals.

As a Financial Adviser with True Potential Wealth Management, part of the highly successful True Potential group of companies, I am committed to delivering better value and choice for my clients.

Everyone’s situations are unique to them, and I will take the time to get to know you and your story and what is important to you. I help clients of all ages and I will work with you every step of the way whether your goals are retirement planning or saving for your children’s future...

Using True Potentials award-winning technology, I am able to provide straightforward and transparent advice in a simple and convenient way, along with you being able to access your financial affairs online 24/7. As a result, you will be better informed and in a position to better meet your financial goals.

I began my career in Financial Services as an office administrator for my Dad who was a Financial Advisor. I quickly realised that I had a keen interest in becoming a qualified Financial Adviser and started to study whilst my 2 children were toddlers. I have completed the Level 4 diploma in Financial Services which enables me to hold a Statement of Professional standing. I have also completed the Advanced Senior Management and Supervisory qualification and the Advance Pension Transfer qualification to name a few. I am continuing to study, and I am hoping to gain Chartered status in the future. I am pleased to say that my son Lewis has also joined the firm and is following in the family footsteps as a Financial Adviser.

Outside of work I like to keep myself fit by running and training at my local gym as well as walking with my husband and our dog.

I would encourage you to take the time to explore my website and discover more about our ‘Do More With Your Money’ service and how you can benefit.

Qualifications
  • Cert CII Dip PFS - Chartered Insurance Institute - 06/07/2008

My Services

Investment & Savings

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

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

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

My Team

Laura Blackwell

Trainee Mortgage Adviser / Paraplanner

Laura joined the office in July 2021 after working at Marsden Building Society for 8 years with her last role being a Mortgage Underwriter. Laura is our Trainee Mortgage and Protection Adviser, hoping to be assessed as a competent adviser within the next 12 months...

Whether you are a first time buyer or looking to re mortgage your current property, Laura can provide the specialist advise you need.

Laura's role also incudes supporting the advisers as a paraplanner.

Outside of the office Laura enjoys keeping fit by playing netball and walking her cockapoo Mabel. She also has a big love of travelling and spends time socialising with friends and family.

Lewis Southern

Financial Adviser

Lewis has joined us from Skipton Building Society where he has worked for the past 6 years. During this time, Lewis gained his Diploma in Regulated Financial Planning and is currently working towards Chartered Status...

He has joined as our new Financial Adviser working alongside his mum Louise Southern and has started his journey advising clients to help them reach their goal.

Outside of work, Lewis loves spending time with his partner Sophie, beautiful daughter Mia and walking their spaniel, Olive. He is also a keen golfer in his spare time.

Rachel McLean

Office Manager

Rachel joined the team in 2012 as an administrator and has since progressed to the office manager and she has gained her CF1 qualification.

Rachel is responsible for the day to day running of the office and managing the admin staff...

She is also responsible for arranging the diary for the advisers for periodic reviews, new enquiries and any other business. She also deals with all day-to-day queries and client appointment preparation.

Outside of the office Rachel is a founder of a local Bereavement Group and enjoys walking, running and spending time with her 3 children.

Lucy Worden

Administration Support - Customer Service Team

Lucy joined the team in October 2016. Having gained her CF1 qualification, she is now studying for her R05 qualification in Protection to further broaden her knowledge.

Lucy is most likely to be one of your first points of contact when phoning and visiting the office...

She is responsible for arranging the diary for all advisers for periodic reviews, new enquiries and any other business. She also deals with day-to-day queries that may come in via phone and email and client appointment preparation.

Outside of the office Lucy enjoys spending time with her partner Dan and going on long walks with their two dogs Rupert and Woody. She also enjoys spending time socialising with her friends and family.

Gemma Scanlan

Administration Support - Customer Service Team

Gemma joined the team in 2018 after a career change. She previously worked as a childminder for 6 years. Since joining the team she has obtained her CF1 qualification.

Gemma will most likely be one of your first contacts when phoning or visiting the office...

She is responsible for answering the phones and dealing with any day to day queries that may come in via phone and email. She is also responsible for arranging the advisers diaries and arranging periodic reviews, new enquires and any other business and client appointment preparation.

Outside of the office Gemma enjoys spending time with her husband Matt and their 3 children and 3 dogs. She also enjoys long walks and camping holidays.

Joanne Bjork

Accounts Manager

Joanne has been with the team since 2007 where she started as an administrator. Since then she has taken on the role of accounts manager...

She has always had a keen interest in the financial industry having started out at Prudential at the early age of 17 and has always enjoyed the busy environment of a financial office.

Joanne's role involves dealing with the payroll and managing accounts that keep the business running on a day to day basis.

Outside of the office Joanne enjoys spending time with her two sons. She also has a keen interest in cycling and spends time cycling all over the Country with her partner Pete and her many friends.

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

Find out more

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 provide innovative investments

£34 billion
Invested with over 550,000 clients

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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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 01282 844849

How can I help you?

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Client testimonials

SW - retired corporate bank manager

Louise and the Team at True Potential in Earby have been great to deal with since our very first meeting. They are very knowledgeable, approachable and friendly, and are always available to chat through requirements as and when required...

The service they provide is First Class and with their help and advice, I have been able to make the informed choices necessary to progress my retirement plans with confidence.

D R

Well I don’t often offer reviews, even more seldom offer praise however…

Anyone seeking or considering financial advice won’t go far wrong with True Potential of Earby.

Knowledgeable, professional, have the CLIENTS best interest at heart not theirs.

I really can’t recommend them highly enough...

I was a little concerned over my financial future in retirement, but their advice and support has been exceptional. No jargon, just plain solid advice. A massive thank you from me.

D R