Daryl Gaddi

Head Of Systems Fund Management

Jo D.

Head Of Investment Operations

Keith Turnbull

Head Of Sales

Clark Davison

Regional Sales Director

Luke McGrath

Senior Client Experience Manager

Katie Clarke

Senior Marketing Executive

Sol Clark

Communications

Esmee Lumsden

Compliance Officer

Stephen Lee

Compliance Partner

Thea Scott-Turner

Group Compliance Officer

Sarah Narsutis

Training And Competence Supervisor

Toby Smith

Trainee Financial Adviser

Lorraine McElwee

Partner True Potential LLP Helping Financial Advisers Build Grow

Matthew Jasper Acsi

Product Manager

Lesley Power Cemap

Business Development Manager

Paul Daglish

Business Development Manager

Daniel Comerford

Software Developer

David Pells

Senior Developer

Joseph H.

Software Developer

Liam Wilkinson

Software Developer

Tim Leigh

Developer

Luke Fisher

Compliance case checker

Dean Freeman

Premier Advice Team Leader

James Osborne

Compliance monitoring officer

Olivia Cook

Client Relationship Team Leader

George Bell

Investment Director

Dalton Mason

Pension Transfer Specialist

Ross Hamilton-Sturdy

Client Manager

Daniel Calvert

Financial Advisor

Morgan Irving

FP&A Accountant

Richard Purvis

Business Consultant

Lewis Foo DipPFS

Financial Adviser

Ian Johnson

Database Administrator

Simon Quinlan DipPFS CeMAP

Financial Adviser

John Mason

Head of Monitoring and Control

Benjamin Sciberras

Group Financial Controller

Daniel Lawson

Central Advice Manager

Yusra Shakeel

Product Analyst

Vikki Wightman

Head of Tax

Aimee Milner

Group Head of Complaints

Carolina dos Santos Machado

Investment/Financial Services Administrator (ISA/GIA Transfers)

Thomas Newton FRSA

Client Account Manager

Tom Gordon

Product Manager - Regulatory Reporting

Katy Cudmore

Client Experience Manager

Stuart Dodson

CEO - True Potential Wealth Management

Michael Ramshaw

Auto Enrolment Support Specialist

Sarah Graham

Resourcing Partner

Andrew Yates

Advisor

Beth Forshaw

Head of Transfers

Sarah Ebuk

Risk Analyst