True Potential
Jonathan Velu is a seasoned professional in the financial services sector, currently serving as a Product Specialist at True Potential LLP since March 2021. Prior experience includes a role as a Personal Banking Advisor at Santander UK from September 2019 to February 2021, and earlier experience as a Customer Assistant at Tesco from August 2011 to August 2016. Jonathan Velu holds a Bachelor of Arts degree in Finance, Investment, and Risk from Glasgow Caledonian University, completed in 2020, as well as an HNC in Financial Services from City of Glasgow College, obtained in 2016.
This person is not in the org chart
This person is not in any offices
True Potential
3 followers
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)