Equity Partner
CurrentInvolved since the outset of this extraordinary company in helping Financial Advisers and those working alongside them to work in a highly efficient manner using leading edge technology in an industry that is not well known for being particularly advanced in this area. The company grew from nothing to over a 20% market share in less than 5 years. I chose to retain my own personal links with the Advisory side of the business where my company uses True Potential on a 'day to day' basis.