True Potential
Lizi Goodall has extensive experience in the financial services sector, currently serving as a Pension Administrator at True Potential LLP since August 2018. Prior to this role, Lizi worked at Newcastle Building Society as a Senior Customer Service Staff from October 2016 to July 2018, where responsibilities included handling administrative tasks and managing inbound calls. Lizi holds a Master's degree in Mathematics and Statistics from Newcastle University, earned between 2009 and 2013.
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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)