True Potential
Rodney James Wilcock is an experienced financial services professional currently serving as a Partner at True Potential LLP since March 2019. With a solid background in financial planning and sales, Rodney has held significant roles such as Financial Planning Manager at Santander UK, where responsibilities included face-to-face investment and protection advice. Previous positions include Sales Manager at Barratt Developments plc and Regional Manager Financial Planning at Santander UK, overseeing sales and compliance. Rodney's early career included roles as a Mortgage Consultant and Property Manager, showcasing a comprehensive expertise in mortgage and property management. Rodney's educational qualifications include Cefa 1, 2, 3, Cemap, Dip Pfs, ER1, CF8, and AF1.
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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)