True Potential
Ian Watson has a diverse work experience spanning over 20 years. Currently, they are working as a Regional Sales Director at True Potential LLP since October 2021. Prior to this, Ian held various roles at St. James's Place Wealth Management, including Executive Manager, Director of Salvin Wealth Partners Limited, and Partner Practice. Ian also worked as an Area Development Manager, Sales Manager, and Recruitment Consultant at Lighthouse Financial Advice, and as a Recruitment Director at Moneygate Group and 2plan Wealth Management Ltd. Ian's earlier experience includes roles at Openwork, Burns Anderson, Sesame Services Ltd, Positive Solutions, and R J Temple, where they held positions such as National Recruitment Manager, Business Manager Recruitment, Business Manager, Business Consultant, and Corporate Business Development Manager.
Ian Watson has a diverse education history. Ian attended Mexborough Grammar School from 1973 to 1978, but it is not specified what degree or field of study they pursued during this time. Following their graduation from Mexborough Grammar School, Ian enrolled at Doncaster Technical College from 1978 to 1982. Here, they studied Engineering Workshop Theory & Practice. Lastly, Ian attended The London Institute of Banking & Finance, where they obtained a LIBF Level 4 Diploma for Financial Advisers, though the specific duration of their enrollment is not provided.
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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)