Financial Adviser with True Potential
For 10 years, I’ve been advising clients and helping them achieve their financial goals. Starting in financial services as a mortgage & protection adviser, I understand all aspects of property investment and the associated insurance products required. My specialities now lie in pensions and investments, and I am passionate about helping people use these vehicles to achieve their goals.
As a Financial Adviser with True Potential Wealth Management, I'm committed to delivering better value and choice for my clients.
Everyone’s situation is unique, and I will take the time to get to know you, your financial situation, and your goals and put a plan in place to help you achieve them...
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to pensions and retirement planning.
Through True Potential’s award-winning technology, I can provide straightforward and transparent advice and conveniently offer you 24/7 online access via your customer portal. As a result, you will be better informed, confident, and empowered to reach your financial goals.
In this industry, we are always learning, and I commit to at least 35 hours each year of professional development. I enjoy attending industry events and learning about new techniques which can aid my advice process.
In my spare time, I enjoy gardening, watching football matches, cheering on my son at his football games, going to the gym and walking the dogs, Oscar and Alfie.
Our comprehensive services empower individuals to navigate the financial maze with confidence, ultimately transforming their financial future. If you're ready to take control of your financial well-being, partnering with True Potential may be the key to unlocking a path toward sustained prosperity.
Do more with your money.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Wealth Management Partner
For over 20 years, Clare has helped individuals and families achieve financial goals. As a Financial Adviser with True Potential Wealth Management, she offers personalised, comprehensive wealth management, utilising award-winning technology for accessible advice...
Committed to community, she supports charities and provides financial education to high schools. She’s passionate about paddle boarding, swimming, and family.
Operations Manager
Dawn is our operations Manager who brings a wide range of experience in financial services.
Outside of work, she is usually busy watching her children compete in table tennis and martial arts but in her spare time, she tries to keep fit by swimming and taking long walks with her black Labrador...
She also enjoys cooking and often treats us to a homemade cake.
Senior Wealth Management Administrator
James has been working continuously in the financial services industry since he was 17.
Outside of the office, James is an avid enjoyer of all things to do with both Cars and Computers...
This mainly involves taking them apart, breaking something in the process and then struggling to put them back together again.
Client Co-Ordinator
During the week and weekends, Janey is kept busy taking her daughters to their many hobbies including Football, Dance and Girls Brigade.
In her spare time, she enjoys catching up with friends and family or getting her nose stuck into a good book...
When her husband and children are out watching Leicester City play, she makes sure to take advantage of the quiet at home with her three cats Star, Coco and Shadow.
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.
