Jeff Certpfs
Wealth Manager at True Potential Llp
Jeff Certpfs's Professional Contact Details
Email (Verified)
****@tpllp.com
HQ
+44 871 700 0007
Location
Felixstowe, England, United Kingdom
Company
True Potential Llp
Person Seniority
manager
Jeff Certpfs's Current Company Details
As one of the fastest growing and most innovative financial services organisations in the UK, currently working with close to 20% of the UK adviser market, we believe that what we are doing has great ...
As one of the fastest growing and most innovative financial services organisations in the UK, currently working with close to 20% of the UK adviser market, we believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to customers for many years to come. Why we believe we can lead change. We not only have the drive, a proven track record and the expertise (our management team has extensive experience in distribution, and investment management, as well as building systems to empower Wealth Management solutions), we remain committed to our promise of always delivering strategies and services that are Simple. Effective. Unique. Let us explain. Simple. We're confident in our ability, so we don't need to overstate, we are happy to keep it simple. 
When we talk, we are clear. Our products and services are easy to use and easy to understand. Effective. We've been in the industry long enough to know what works (and what doesn't). So we don't create a product or service unless it's beneficial to all. 
We then apply the following rules - is it strategic? Is it going to increase value for all? Is it simple to implement? And then we test it. Unique. All products and services can be copied. So we strive to make sure we're front runners in everything we do. Anything we do compete on, we always make it better. Much better. 
We then apply the following rules to our thinking - is what we're doing different? Are we always creating? Always.
Founded Year
2007
Organization Website
tpllp.com
Organization Languages
English
Organization Revenue
35000
Alexa Ranking
260615
Current Technologies
123-reg dns
office 365
outlook
google analytics
gravity forms
jquery 1 11 1
apache
wordpress org
google play
google maps
facebook web custom audiences
google font api
mobile friendly
client servicing
compliance
private client advisory services
administration
wealth platform
technology
finance
financial services
wealth management
investment management
Jeff Certpfs's Work History and Education
True Potential LLP
Wealth Manager
2016 - Present
JEFF COLEMAN WEALTH MANAGEMENT LIMITED
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