True Potential
Joe Barnfather is a seasoned professional with extensive experience in finance and management. Currently serving as a Senior Fund Analyst at True Potential LLP since May 2021, Joe previously held several managerial roles in the fresh produce sector at Morrisons from May 2014 to May 2021, including Fresh and Produce Manager and Customer Sales Associate. Joe holds a BA in Finance and Investment Management, with a specialization in Investments and Securities, from Northumbria University, completed between 2016 and 2020.
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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)