Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Fiona Monro Ma (Hons)Fpfs is listed as Chartered Financial Planner I Retirement Planning Specialist | Investment Planning | Personal and Business Protection at True Potential LLP, a company with 619 employees, based in Greater Lincoln Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Fiona Monro Ma (Hons)Fpfs.
Fiona Monro Ma (Hons)Fpfs previously worked as Wealth Management Partner at True Potential Llp and Independent Financial Advisor at Afh Wealth Management. Fiona Monro Ma (Hons)Fpfs holds Ma (Hons), Management Studies from University Of Aberdeen.
This section adds company-level context without repeating Fiona Monro Ma (Hons)Fpfs's masked contact details.
Review company-level records connected to Fiona Monro Ma (Hons)Fpfs before choosing the right outreach path.
I am a Chartered Financial Planner with over 20 years’ experience within the financial services sector. I started out working for a high street bank where I obtained my qualifications in Financial Advice. I then moved to a pension and insurance provider, where I broadened my knowledge around pension advice, before moving to a more specialised role in pensions, where I obtained my qualification in pension transfers. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.My approach to financial advice has always been to give the very best experience to all my clients. I have devoted my career to helping my clients and their families realise their financial goals. I value each client's individuality and work very closely to get to know them and to create a plan which is bespoke to them. I am extremely passionate about helping my clients and their families achieve their financial aspirations.I specialise in offering expert advice in a wide range of areas, including retirement planning, investments, protection and inheritance tax. Outside work, I enjoy a very active lifestyle, including cycling, running and walking and can often be found touring the country with my husband and dog in our campervanTo arrange an informal, no-obligation meeting, contact me via fionamonro@tpllp.com
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Lincoln, England, United Kingdom
I am delighted to share that I have started a new position as Wealth Management Partner at True Potential LLP. I am looking forwards to working with an exciting and innovative company who offer award winning advice using market leading technology. This is a fantastic opportunity for my clients and my business.
I specialise in advising my clients on building their funds for retirement and also the most suitable way for them to convert their pension savings into a cash lump sum and an income when they retire. I pride myself on building and maintaining a long term relationship with my clients to provide them with a source of trusted advice as their financial needs.
Lincolnshire
I provide advice to individuals across Lincolnshire with my emphasis being on maintaining a long term relationship with my clients to provide them with a source of trusted advice as their financial needs evolve over the years.
Offering bespoke financial solutions to both individuals and businesses
Offering a range of financial services and products to retail banking clients
Offering a range of financial services and solutions to businesses
Other employees you can reach at tpllp.com. View company contacts for 619 employees →
Luke Morris
Colleague at True Potential Llp
Wallsend, England, United Kingdom, United Kingdom
View →
ES
Edward Stockwell
Colleague at True Potential Llp
Greater Exeter Area, United Kingdom
View →
DB
Dan Bristow
Colleague at True Potential Llp
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
View →
HT
Hamill Tony
Colleague at True Potential Llp
Belfast Metropolitan Area, United Kingdom
View →
LP
Laura Paige Shrigley
Colleague at True Potential Llp
Washington, England, United Kingdom, United Kingdom
View →
SR
Steven Rutter
Colleague at True Potential Llp
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
View →
IN
Igor Novakovic
Colleague at True Potential Llp
Greater Portsmouth Area, United Kingdom
View →
AP
Amy Pugh.
Colleague at True Potential Llp
Tenby, Wales, United Kingdom, United Kingdom
View →
RJ
Rodney James Wilcock
Colleague at True Potential Llp
Greater Portsmouth Area, United Kingdom
View →
ZK
Zeinab Khawar
Colleague at True Potential Llp
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
View →
Quick answers generated from the profile data available on this page.
Fiona Monro Ma (Hons)Fpfs works for True Potential LLP.
Fiona Monro Ma (Hons)Fpfs is listed as Chartered Financial Planner I Retirement Planning Specialist | Investment Planning | Personal and Business Protection at True Potential LLP.
Fiona Monro Ma (Hons)Fpfs is based in Greater Lincoln Area, United Kingdom, United Kingdom while working with True Potential LLP.
Fiona Monro Ma (Hons)Fpfs has worked for True Potential Llp, Afh Wealth Management, Aviva, Prudential Plc, and Fiona Monro Wealth Management - Associate Partner Practice Of St. James'S Place Wealth Management.
Fiona Monro Ma (Hons)Fpfs's colleagues at True Potential LLP include Luke Morris, Edward Stockwell, Dan Bristow, Hamill Tony, and Laura Paige Shrigley.
You can use AeroLeads to view verified contact signals for Fiona Monro Ma (Hons)Fpfs at True Potential LLP, including work email, phone, and LinkedIn data when available.
Fiona Monro Ma (Hons)Fpfs holds Ma (Hons), Management Studies from University Of Aberdeen.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts