True Potential
Gavin Burton is a Chartered Financial Planner with extensive experience in the financial advisory sector, currently serving at True Potential LLP since June 2021. Previously, Gavin worked at Lowes Financial Management from 2007 to June 2021, a respected firm known for its long-standing tradition of providing independent financial advice since its establishment in 1971. Gavin holds a Bachelor of Arts with Honours in Geography from The University of Manchester, where studies were completed between September 1986 and June 1989.
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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)