Janet Gibson - Financial Adviser

As a Partner with True Potential Wealth Management, I’m committed to delivering better value and choice for my clients, working with them in a very modern way that is very unique in financial services, but very normal to the way people live in this extremely modern world.

With over 26 years experience in Wealth Management, and an Associate of the Personal Finance Society, I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit from this.

Janet Gibson Financial Adviser

Areas Served

  • North England
  • North East England

Janet Gibson - Financial Adviser

Janet Gibson - Financial Adviser

As a Partner with True Potential Wealth Management, I’m committed to delivering better value and choice for my clients, working with them in a very modern way that is very unique in financial services, but very normal to the way people live in this extremely modern world.

With over 26 years experience in Wealth Management, and an Associate of the Personal Finance Society, I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit from this.

Areas Served

  • North England
  • North East England

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.

My clients say...

Janet Gibson - Financial Adviser

"Janet Gibson has been financial adviser to me for many years. She is very pleasant and friendly and takes time to explain everything in a straightforward and clear way. "

My clients say...

Janet Gibson - Financial Adviser

"Janet has managed my investment portfolio for some years now, and when she joined her present company I was more than happy to follow her because of her professionalism and experience. She has the ability to understand the needs of her customers, fashioning their portfolio to provide the best returns, and I have found her judgement to be unquestionable. I would recommend Janet to anyone because of her impartiality and sound financial expertise. "

My clients say...

Janet Gibson - Financial Adviser

"As two retired, financially unsophisticated persons, the characteristics that we look for in a financial adviser are honesty, an ability to simplify explanations for advice given and a friendly and approachable manner. We have found all the attributes in Janet Gibson. We were first introduced to Janet a few years ago since when we have felt secure that our finances are bring well managed, in line with our low approach to such matters. We would both strongly recommend Janet as an honest, trustworthy and dependable financial adviser. "

My clients say...

Janet Gibson - Financial Adviser

"Janet has been the financial advisor to my husband and now myself for more than twenty years. In this capacity she has provided support of the highest order reflected in robust and profitable investments and savings portfolios. "

My clients say...

Janet Gibson - Financial Adviser

"Janet has helped me and my husband by helping us plan for the future through investments and pensions. She was extremely helpful and professional throughout the meetings we had together. Janet was very informative about every aspect of the investment including charges. I would highly recommend using Janet/True Potential to anyone thinking of planning for the now or the future. "

My clients say...

Janet Gibson - Financial Adviser

"We first met Janet Gibson when my wife and I moved to the North East seven years ago. Since that time she has provided us with invaluable advice regarding management of our investment portfolio and we feel we have a strong and productive relationship with her. When she joined her present company, we were happy to follow her because of our previous knowledge and appreciation of the personal attention she had always given us. Her understanding of the broader financial world and her careful assessment of our personal circumstances give us confidence to take serious notice of her advice. Her warm personality and professional attitude make our regular meetings a real pleasure and we cannot commend her too highly."

My clients say...

Janet Gibson - Financial Adviser

"I am delighted to be given the opportunity to sing the praises of Janet Gibson for her excellent financial advice and wonderful customer service. A couple of years ago I was fortunate enough to be in a position to invest what I considered to be a significant amount of money for mine and my families’ future. I was concerned that in the grand scheme of things my collateral was relatively insignificant and that I had little experience of the financial arena, and even less experience in financial investments. However, from our very first meeting Janet put me at ease, made me feel comfortable and explained in clear, simple terms all the options available to me. Always ready and willing to help, I now enjoy an excellent working relationship with Janet in which I feel valued and totally confident in her abilities. I trust her advice and judgement implicitly and I am confident that thanks to her guidance I now have a sound financial investment portfolio that will provide for me and my family in years to come. I would certainly recommend Janet to anyone looking for sound and genuine financial advice provided without any pressure or complications…. A truly exceptional service"

My clients say...

Janet Gibson - Financial Adviser

"I have been hugely impressed with the Service I have received from Janet Gibson, and equally with the standard of the True Potential Client Site. The system is interactive and really easy to understand. I also found the charges to be a lot less than I expected having dealt with other firms in the past. Janet is an excellent adviser who doesn't press gang you into buying a product but she will carry out a full appreciation of your wealth and provide you with the best advice. It is definitely worth giving her a call to see if she can make your money work harder for you to plan for your future. "

My clients say...

Janet Gibson - Financial Adviser

"I have known Janet Gibson for many years in her professional capacity. She has always been extremely competent in her work. When Janet moved to True Potential and invited me to be a client, I had no hesitation in doing so knowing that my investments could be safe in their hands. In my opinion, Janet Gibson is an excellent Financial Adviser. She is very thoughtful in finding the correct investments suitable for my needs. Janet is always available to speak to over the phone and to meet, whenever required. "

My clients say...

Janet Gibson - Financial Adviser

"Janet Gibson has been our financial adviser for a number of years now and we have been extremely happy with everything she has done for us. We have found her advice to be invaluable and our money is now working in the best way for us and our financial affairs have been simplified. Janet is always very presentable and is able to explain things to us in a way that we understand. We are very happy with her and wouldn't hesitate in recommending her services to our friends and relatives. "

My clients say...

Janet Gibson - Financial Adviser

"We have known Janet for about ten years, firstly as our Private Banking Manager at Lloyds and than as our Financial Adviser at True Potential. Personal Finance, especially investments, is a very complex area. Janet has always thoroughly explained the implications of any investment we have considered making. It was because of the confidence we had in her abilities that we decided to continue with her services when she transferred to True Potential. Procedures have always been adhered to in our meetings and any requests have been promptly actioned. We have no hesitation in recommending her to anyone as a Financial Adviser. "

My clients say...

Janet Gibson - Financial Adviser

"Janet Gibson is approachable, professional, reliable and friendly. She always explains things in a way which is easy to understand and her judgement has been sound throughout the ten years that she has looked after my investments. I highly recommend her. "

My clients say...

Janet Gibson - Financial Adviser

"Janet Gibson has been our Financial Adviser since 2002 when she worked for Lloyds Private Banking and subsequently for the last three years with True Potential. During that time her advice has been invaluable and she has proved herself to be a very knowledgeable professional. Even when asked questions beyond her remit she has always responded promptly having sought appropriate advice. Her guidance has always been comprehensive and considered and has always been tempered by a detailed understanding of our personal requirements. She always makes our meetings understandable and enjoyable and we have recommended her to friends and family. We look forward to a long working relationship with her. Mr & Mrs D. "

My clients say...

Janet Gibson - Financial Adviser

"As a new customer to True Potential it has been a great comfort working with Janet. Her professionalism, knowledge and commitment to ensure we not only had the correct product, but the guidance and support through the whole process has been fantastic. Janet has supported us through each step making sure we were fully briefed and aware of current and new steps. Her financial advice is sound and proven, and her character simply puts you at ease. I would recommend Janet for anyone needing financial support and I look forward to continuing to work with Janet on our plans going forward."

My clients say...

Janet Gibson - Financial Adviser

"After many years of deliberating on what to do about my pension funds, we were recommended by a friend about True Potential and in particular Janet Gibson. Janet arrived and immediately put our minds at rest. She was friendly and efficient explaining clearly and fully how True Potential managed funds and gave options and recommendations putting us at ease. She pointed out all of the benefits of True Potential and showed us how we could monitor our funds via the internet. Putting your funds in the hands of someone other than yourself is a big step and I feel confident that Janet, and True Potential have been a good choice for us."