Gemma McGlue
Head of Client Servicing & Marketing for: TPWM Wealth Management Partners – Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri
> View profileTrue Potential Wealth Management
Delivering modern day wealth management to modern day clients.
I successfully passed my Diploma in Regulated Financial Planning in March 2018 after starting an apprenticeship when I finished my studies. Since qualifying as a Financial Adviser, I have really enjoyed helping clients to achieve their financial goals.
Outside of work, I enjoy running and spending time with my family and friends.
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.
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.
Head of Client Servicing & Marketing for: TPWM Wealth Management Partners – Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri
> View profilePractice Manager for: TPWM Wealth Management Partners – Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri
> View profileMichelle Reilly - Practice Administration Team Leader for: TPWM Wealth Management Partners – Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri
> View profileAdministrator for: TPWM Wealth Management Partners – Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri
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