Wealth Management Advisor
Current
2023 - Present
~3 yrs 7 mos
AeroLeads people directory · profile
Jon Carter Email & Phone Number
Wealth Management Partner
at
True Potential LLP
1 work email found
@orchardindependent.co.uk
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management Partner
Location
Edinburgh, Scotland, United Kingdom
Company size
Who is Jon Carter? Overview
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Quick answer
Jon Carter is listed as Wealth Management Partner at True Potential LLP, a with 619 employees, based in Edinburgh, Scotland, United Kingdom. AeroLeads shows a work email signal at orchardindependent.co.uk and a matched LinkedIn profile for Jon Carter.
Jon Carter previously worked as Wealth Management Advisor at True Potential Llp and Director at Orchard Independent Ltd. Jon Carter holds Hnd In Mech/Production Engineeering from East Herts College, Cheshunt, Herts.
Company email context
Email format at True Potential LLP
This section adds company-level context without repeating Jon Carter's masked contact details.
{first}@orchardindependent.co.uk
86% confidence
AeroLeads found 1 current-domain work email signal for Jon Carter. Compare company email patterns before reaching out.
Profile bio
About Jon Carter
I have over 20 years practising in the Financial Services Industry and have been an Independent Financial Adviser since 1997. I currently advise private and corporate clients on a full range of financial planning. I have achieved level 4 Diploma status required by the FSA by the end of 2012Specialties: Pension Planning, Retirement Planning and Trust planning, whilst also advising on general areas on financial advice such as Mortgages and Family Protection
Listed skills include Investments, Pensions, Business Strategy, Risk Management, and 26 others.
Current workplace
Jon Carter's current company
Company context helps verify the profile and gives searchers a useful next step.
True Potential Llp
5 roles · 42 years
Jon Carter work experience
A career timeline built from the work history available for this profile.
Director
I advise private and corporate clients on a wide range of financial services
Aug 1997 - Feb 2024
Financial Adviser
Abbey Life
Financial Planner
Jan 1993 - Aug 1997
Financial Adviser
Providence Capitol
Financial Planner
May 1990 - Jan 1993
Engineer
Glaxo
Mech/Production Engineer
1985 - 1988
~3 yrs
Team & coworkers
Colleagues at True Potential LLP
Other employees you can reach at tpllp.com. View company contacts for 619 employees →
JB
Jolene Beckwith
Colleague at True Potential LlpSeaham, England, United Kingdom
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NC
Nick Cook
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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HM
Hayley Mack
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
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IB
Ian Bowes
Colleague at True Potential LlpHarrogate, England, United Kingdom
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DW
David Wright
Colleague at True Potential LlpDurham, England, United Kingdom
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GK
Gareth Kitchener
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
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NM
Neil Mills
Colleague at True Potential LlpGreater Cardiff Area, United Kingdom
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SF
Sarah Finnigan
Colleague at True Potential LlpGreater Edinburgh Area, United Kingdom
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RN
Róisín Ní Chonghaile Fpfs
Colleague at True Potential LlpUnited Kingdom
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Jolene Beckwith
Colleague at True Potential LlpSeaham, England, United Kingdom
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NC
Nick Cook
Colleague at True Potential LlpGreater London, England, United Kingdom
View →
AJ
Abbie J.
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
View →
HM
Hayley Mack
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
View →
IB
Ian Bowes
Colleague at True Potential LlpHarrogate, England, United Kingdom
View →
DW
David Wright
Colleague at True Potential LlpDurham, England, United Kingdom
View →
GK
Gareth Kitchener
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
View →
NM
Neil Mills
Colleague at True Potential LlpGreater Cardiff Area, United Kingdom
View →
SF
Sarah Finnigan
Colleague at True Potential LlpGreater Edinburgh Area, United Kingdom
View →
RN
Róisín Ní Chonghaile Fpfs
Colleague at True Potential LlpUnited Kingdom
View →
1 education record
Jon Carter education
-
East Herts College, Cheshunt, Herts
FAQ
Frequently asked questions about Jon Carter
Quick answers generated from the profile data available on this page.
What company does Jon Carter work for?
Jon Carter works for True Potential LLP.
What is Jon Carter's role at True Potential LLP?
Jon Carter is listed as Wealth Management Partner at True Potential LLP.
What is Jon Carter's email address?
AeroLeads has found 1 work email signal at @orchardindependent.co.uk for Jon Carter at True Potential LLP.
Where is Jon Carter based?
Jon Carter is based in Edinburgh, Scotland, United Kingdom while working with True Potential LLP.
What companies has Jon Carter worked for?
Jon Carter has worked for True Potential Llp, Orchard Independent Ltd, Abbey Life, Providence Capitol, and Glaxo.
Who are Jon Carter's colleagues at True Potential LLP?
Jon Carter's colleagues at True Potential LLP include Jolene Beckwith, Nick Cook, Abbie J., Hayley Mack, and Ian Bowes.
How can I contact Jon Carter?
You can use AeroLeads to view verified contact signals for Jon Carter at True Potential LLP, including work email, phone, and LinkedIn data when available.
What schools did Jon Carter attend?
Jon Carter holds Hnd In Mech/Production Engineeering from East Herts College, Cheshunt, Herts.
What skills is Jon Carter known for?
Jon Carter is listed with skills including Investments, Pensions, Business Strategy, Risk Management, Strategic Financial Planning, Business Planning, Wealth Management, and Change Management.
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