True Potential
Luis Villar MCSI Chartered Wealth Manager is a seasoned financial professional currently serving as Partner at True Potential LLP since May 2023, specializing in bespoke financial planning for individuals, families, businesses, and company directors. Previous roles include Private Wealth Adviser at St. James’s Place Wealth Management and Managing Director at Actus International, where Luis built a successful team delivering lead generation services across EMEA. Additionally, experience as a Business Angel with the UK Business Angels Association and a Senior Member of the Institute of Directors highlights a strong commitment to business leadership. Academic credentials include a Chartered Wealth Management degree from The Chartered Institute for Securities & Investment and a Master’s degree in Operations and Quality Management from the University of Galway.
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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)