True Potential
Glen Sayer AwPETR DipFS is a Partner at True Potential LLP since October 2017, specializing in financial advising and dedicated to providing personalized service to clients across the North East. With over nine years of experience in helping individuals and families achieve their financial goals, Glen previously served as a Financial Planning Consultant at Charles Derby Financial Services from July 2011 to October 2017 and as a Financial Planning Manager at Barclays from September 2008 to June 2011. Glen holds a Bachelor of Science degree in Internet Computing from Northumbria University, completed in 2007.
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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)