True Potential
Phil Lunn is an experienced financial services professional currently serving as the Regional Sales Director at True Potential LLP since August 2021, where Phil provides tailored practice buyout solutions for financial advice firms and individuals. Prior to this role, Phil spent over 13 years at Fairstone Group Ltd as Group Development Manager, contributing to the firm’s growth in the wealth management sector. Earlier career roles include Independent Financial Adviser positions at Moneygate Financial Services Ltd and Thinc Destini, as well as a Financial Adviser role at Britannic Assurance, spanning from December 1998 to December 2011.
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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)