True Potential
Sam Burnip currently serves as an Investment Banking Associate at True Potential LLP since March 2023. Prior to this role, Sam worked in Audit Assurance at Deloitte from December 2019 and held the position of Case Handler at Santander Bank, N.A. from January 2017 to January 2018. Sam holds a Bachelor's degree in Accounting from Northumbria University, earned between 2013 and 2016.
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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)