True Potential
Jamie Gayton DipCII has over 25 years of experience in the financial services industry. They have held various roles in both advisory and managerial capacities. Jamie's work experience includes positions at True Potential LLP as Regional Sales Director, where they focused on business growth strategies, and Aspectus Financial Consultancy, where they set up their own wealth management company. They also worked as an Independent Financial Advisor at Create Financial Management LLP and held senior managerial roles at St. James's Place Wealth Management, Unum UK, and HSBC. Jamie's expertise includes client development, sales management, and specialized financial planning.
Jamie Gayton DipCII attended Guthlaxton from 1986 to 1988. No degree or field of study was specified for this period. In 2006, Gayton completed the 21st Century Leadership Program at the London Business School, focusing on Business Leadership. No other education history was provided.
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True Potential
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True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring: Goal-based technology enabling custom investment plan creation; Front to back end capabilities (including client on boarding, fee and commission reconciliation, client servicing support and a client portal)