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Toby Smith

Trainee Financial Adviser at True Potential

Toby Smith is a seasoned professional in the finance and compliance sector, currently serving as a Compliance Administrator at True Potential LLP since August 2022. Prior to this role, Toby worked as a Banking Associate at Virgin Money and gained customer service experience as a Customer Service Assistant at Tesco. Earlier positions include serving as a Steward at Showsec and an Events Promoter at Jaluminati. Academically, Toby holds an MSc in International Financial Analysis from Newcastle University and a BA in Business with Financial Management from Northumbria University, complemented by a strong foundational education at Durham Sixth Form Centre and Durham Johnston Comprehensive School.

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Newcastle, United Kingdom

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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)


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1,001-5,000

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