About Jody Burns - True Potential Wealth Management

I provide financial guidance for individuals, families & business owners.You can be assured of a discreet, personal service. Your wealth management & life planning will be in the care of established, trustworthy professionals.
I have worked in financial services for over 20 years. My particular areas of expertise are investments, pre- and post- retirement pensions, and inheritance tax planning. I am a Chartered Wealth Manager, Certified Financial Planner, and Registered Life Planner. I am supported by a strong professional and friendly team including a Chartered/Certified Financial Planner, Chartered/Certified Technical Analyst, Client Relationship Manager, Technical Administrator and Practice & Finance manager.
Pensions & retirement: