True Potential
Lorena Armstrong is an accomplished professional with a diverse background in account management, client management, and teaching. Currently serving as an Account Manager and Client Manager at True Potential LLP since February 2020, Lorena brings extensive experience from previous roles, including Pre Kindergarten ESL Teacher at Hope International Kindergarten and ESL Teacher for Grade 1 and Grade 3 at Learn and Think. Additional experience includes positions as Operations Assistant at One Utility Bill and Sales Advisor at both Warehouse Fashions and The Perfume Shop. Lorena holds a degree from Northumbria University, completed in 2018.
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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)