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James Morton Email & Phone Number
Head of Mortgage Advice
at
True Potential LLP
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Head of Mortgage Advice
Location
Whitley Bay, England, United Kingdom
Company size
Who is James Morton? Overview
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Quick answer
James Morton is listed as Head of Mortgage Advice at True Potential LLP, a with 1208 employees, based in Whitley Bay, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for James Morton.
James Morton previously worked as Mortgage Advisor at London & Country Mortgages and Open for a new challenge at James Morton. James Morton holds Bachelor Of Science - Bs, Sports And Exercise, 2:2 from Liverpool John Moores University.
Company email context
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True Potential LLP
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Profile bio
About James Morton
I have over 11 years' experience in the financial services sector and I’m currently working at Emerald Associates under the St. James’s Place banner. Our goal is to provide clients with a superior service that empowers them to make the best financial decisions for now and in the future. The areas I specialise in are;- Financial planning for your family's future- Investment and pension advice- Tax planning to mitigate IHT / CGT- Growing wealth- Business owner pension schemes and key person cover- Life insurance and illness coverThe value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 1/6/2023
Current workplace
James Morton's current company
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True Potential Llp
8 roles
James Morton work experience
A career timeline built from the work history available for this profile.
Mortgage Advisor
CurrentProviding advice to clients in a whole breadth of situations from simple purchases to Ltd company portfolio landlords. Giving client straight forward easy to understand advice.
Feb 2024 - Present
Open For A New Challenge
James Morton
Nov 2023 - Feb 2024
Wealth Manager
-Pension and Investment Advice-Wealth Management-Tax Planning-Financial Well-being-Family Planning-Self Employed Business Pensions and Protection
Feb 2023 - Nov 2023
Section Manager
•Led a section of approximately 90 advisers and 6 managers, overseeing sales performance and ensuring FCA standards were maintained. •Achieved a turnover of over £7.8 million in 2021. •Established structures fostering advisor and manager development, resulting in increased revenue and a positive culture.•Implemented changes to systems and processes for enhanced team efficiency and continuous improvement. •Cultivated relationships with stakeholders and suppliers such as Experian and Money Supermarket, contributing to successful partnerships. •Adapted to various working environments, including office, fully remote during COVID, and hybrid. •Recruited new advisers and team managers based on business demands. •Developing and mentoring team managers to foster a culture of success and drive sales performance in their own teams. •Oversaw the execution of the T&C scheme to ensure regulatory expectations were met.•Successfully introduced a Friday evening shift, increasing revenue and now a permanent part of advisers' contracts. •Pioneered the establishment of a dedicated "mortgage-only" section, scaling from 60 advisers to over 300.
Apr 2016 - Feb 2023
Mortgage And Protection Supervisor
Oct 2013 - Apr 2016
Mortgage And Protection Advisor
Nov 2012 - Oct 2013
Cashier
Sep 2011 - Oct 2012
Team & coworkers
Colleagues at True Potential LLP
Other employees you can reach at tpllp.com. View company contacts for 1208 employees →
AS
Alex Shang-Simpson Dipfa
Colleague at True Potential LlpGreater London, England, United Kingdom
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AJ
Abbie J.
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
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RE
Rob Ellerton
Colleague at True Potential LlpBridlington, England, United Kingdom
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LH
Liam Heale
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
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CB
Craig Barraclough Fpfs
Colleague at True Potential LlpSheffield, England, United Kingdom
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LW
Luke Winthorpe
Colleague at True Potential LlpGateshead, England, United Kingdom
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JG
Jessica Gritton Dippfs Cert Cii
Colleague at True Potential LlpHoughton-Le-Spring, England, United Kingdom
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AH
Alex Horncastle
Colleague at True Potential LlpEaling, England, United Kingdom
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LK
Liz Kingston
Colleague at True Potential LlpGreater Portsmouth Area, United Kingdom
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SW
Sarah Whitbread
Colleague at True Potential LlpGreater Bournemouth Area, United Kingdom
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Alex Shang-Simpson Dipfa
Colleague at True Potential LlpGreater London, England, United Kingdom
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AJ
Abbie J.
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
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RE
Rob Ellerton
Colleague at True Potential LlpBridlington, England, United Kingdom
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LH
Liam Heale
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
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CB
Craig Barraclough Fpfs
Colleague at True Potential LlpSheffield, England, United Kingdom
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LW
Luke Winthorpe
Colleague at True Potential LlpGateshead, England, United Kingdom
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JG
Jessica Gritton Dippfs Cert Cii
Colleague at True Potential LlpHoughton-Le-Spring, England, United Kingdom
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AH
Alex Horncastle
Colleague at True Potential LlpEaling, England, United Kingdom
View →
LK
Liz Kingston
Colleague at True Potential LlpGreater Portsmouth Area, United Kingdom
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SW
Sarah Whitbread
Colleague at True Potential LlpGreater Bournemouth Area, United Kingdom
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2 education records
James Morton education
Bachelor Of Science - Bs, Sports And Exercise, 2:2
Education record
Kirkbie Kendal School
FAQ
Frequently asked questions about James Morton
Quick answers generated from the profile data available on this page.
What company does James Morton work for?
James Morton works for True Potential LLP.
What is James Morton's role at True Potential LLP?
James Morton is listed as Head of Mortgage Advice at True Potential LLP.
Where is James Morton based?
James Morton is based in Whitley Bay, England, United Kingdom while working with True Potential LLP.
What companies has James Morton worked for?
James Morton has worked for True Potential Llp, London & Country Mortgages, James Morton, Emerald Associates, and Barclays.
Who are James Morton's colleagues at True Potential LLP?
James Morton's colleagues at True Potential LLP include Alex Shang-Simpson Dipfa, Abbie J., Rob Ellerton, Liam Heale, and Craig Barraclough Fpfs.
How can I contact James Morton?
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What schools did James Morton attend?
James Morton holds Bachelor Of Science - Bs, Sports And Exercise, 2:2 from Liverpool John Moores University.
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