True Potential
Olivia May Forde is an experienced professional currently serving as a Transfer Servicing Administrator at True Potential LLP since April 2023. Prior to this role, Olivia held multiple positions at Northern Gas and Power, including Point of Sale Administrator and Business Account Manager, from May 2021 to April 2023.
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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)