Louise Southern - Financial Adviser

For over 20 years I have been helping people plan for the future and to achieve their financial goals.

As a Financial Adviser with True Potential Wealth Management, part of the highly successful True Potential group of companies, I am committed to delivering better value and choice for my clients.

Everyone’s situations are unique to them, and I will take the time to get to know you and your story and what is important to you. I help clients of all ages and I will work with you every step of the way whether your goals are retirement planning or saving for your children’s future.

Using True Potentials award-winning technology, I am able to provide straightforward and transparent advice in a simple and convenient way, along with you being able to access your financial affairs online 24/7. As a result, you will be better informed and in a position to better meet your financial goals.

I began my career in Financial Services as an office administrator for my Dad who was a Financial Advisor. I quickly realised that I had a keen interest in becoming a qualified Financial Adviser and started to study whilst my 2 children were toddlers. I have completed the Level 4 diploma in Financial Services which enables me to hold a Statement of Professional standing. I have also completed the Advanced Senior Management and Supervisory qualification and the Advance Pension Transfer qualification to name a few. I am continuing to study, and I am hoping to gain Chartered status in the future.

Outside of work I like to keep myself fit by running and training at my local gym as well as walking with my dog and partner.

I would encourage you to take the time to explore my website and discover more about our ‘Do More With Your Money’ service and how you can benefit.

Louise Southern Financial Adviser

Areas Served

  • All of UK

Louise Southern - Financial Adviser

Louise Southern - Financial Adviser

For over 20 years I have been helping people plan for the future and to achieve their financial goals.

As a Financial Adviser with True Potential Wealth Management, part of the highly successful True Potential group of companies, I am committed to delivering better value and choice for my clients.

Everyone’s situations are unique to them, and I will take the time to get to know you and your story and what is important to you. I help clients of all ages and I will work with you every step of the way whether your goals are retirement planning or saving for your children’s future.

Using True Potentials award-winning technology, I am able to provide straightforward and transparent advice in a simple and convenient way, along with you being able to access your financial affairs online 24/7. As a result, you will be better informed and in a position to better meet your financial goals.

I began my career in Financial Services as an office administrator for my Dad who was a Financial Advisor. I quickly realised that I had a keen interest in becoming a qualified Financial Adviser and started to study whilst my 2 children were toddlers. I have completed the Level 4 diploma in Financial Services which enables me to hold a Statement of Professional standing. I have also completed the Advanced Senior Management and Supervisory qualification and the Advance Pension Transfer qualification to name a few. I am continuing to study, and I am hoping to gain Chartered status in the future.

Outside of work I like to keep myself fit by running and training at my local gym as well as walking with my dog and partner.

I would encourage you to take the time to explore my website and discover more about our ‘Do More With Your Money’ service and how you can benefit.

Areas Served

  • All of UK

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Meet the team

Lucy Worden

Lucy Worden

Administration Support - Customer Service Team

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Gemma Scanlan

Gemma Scanlan

Administration Support - Customer Service Team

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