True Potential
Jonathan Richmond is an experienced finance professional currently serving as CASS Manager at True Potential LLP since March 2021, where responsibilities include co-leading internal and external CASS audits and managing incident triage. Previously, Richmond worked as a Senior Advisor at Barclays, handling chargeback claims, and gained valuable experience as a Brand Ambassador and Associate at upReach, where professional development and networking were prioritized. Early career experiences include internships at Amicus Wealth Ltd and BELLE FINANCIAL SERVICES LIMITED, as well as research roles at Xiamen University and Newcastle University, focusing on various scientific investigations. Educational background includes a Master’s degree in Chemistry with Medicinal Chemistry from Newcastle University and additional studies in Chemistry and Clinical Research at Xiamen University.
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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)