Jody Burns - True Potential Wealth Management
Initial consultation free
Restricted
I provide financial guidance for individuals, families & business owners.
You can be assured of a discreet, personal service. Your wealth management & life planning will be in the care of established, trustworthy professionals.
We can advise you on
Clients
helped
69helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Jody William Burns BSc IMC CFPᵀᴹ Chartered FCSI
Managing Director / Financial Planner
What our clients say
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Chris Clark
I first met Jody in 2008, and since then he has transformed my financial planning, so that I now have a clear idea of what to expect in retirement and how to get there. The advice he gave me at our...
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David Brankley
Jody and his team have looked after my pensions and investments for many years and I have always received first class service from them. I have confidence in their expertise and advice and I wouldn’t...
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Mary Barton
The care, consideration, support, dedication, attention to detail, expert advice I have received has been superb. Jody has looked after my financial needs for many years. I would have no hesitation...
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Barbara Morris
Jody has been enormously helpful to me in sorting out my finances in retirement. Jody and his team are meticulous in ascertaining my needs and wishes, and thorough and painstaking in ensuring I...
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Janet Presley
Having been a client of Jody's since 2008, I can fully recommend the advice given in general and the help and support received with the more complicated requirements. The service is prompt, reliable,...
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S. Young
Jody and his team have provided us with great service over the past years. At our annual meetings he explains all points succinctly and makes it easy to understand. I cannot recommend Jody and his...
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