About Sara Branca - True Potential Wealth Management

I provide holistic financial advice and by taking the appropriate time to get to know each clients’ circumstances, I am able to develop tailored and personalised plans.Contact me for a no obligation chat and let's get your finances on the right track!
Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.True Potential LLP is an award-winning financial services and technology organisation, currently working with close to 20% of UK financial advisers. We manage over £22 billion and work with leading fund managers from the likes of Goldmans Sachs, UBS, Schroders and Allianz. The True Potential Platform allows you to monitor and track your income goal. You will be able to see values of your investments on your personal client site. You will have access to the True Potential portfolios and will be able to access all your documents online. You will be able to use the secure message service to contact me at any time. We will review your investment fund annually.
Pensions & retirement: