True Potential
Sean Montgomery has extensive experience in compliance and operations management, currently serving as Compliance Officer and Operations Manager at True Potential LLP since February 2011. In these roles, Sean has focused on ensuring that all work meets regulatory and quality standards while enhancing operational systems and processes. Prior to this, Sean was a Team Lead at the NHS, contributing to the management of a fracture clinic. Sean holds a degree in Criminology and Social Research from Northumbria University, completed in 2010.
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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)