Amy Pugh True Potential

11/06/2026

33 hour flying visit to the hometown of True Potential, exciting new products, improved client offerings and IT developments. Love working with a company that don’t sit still, striving to keep offering the best on the market.

12/05/2026

We are incredibly proud to announce that True Potential won Technology Firm of the Year at the Wealth and Asset Management Awards last week.

These awards highlight innovation, technological advancement and operational excellence in managing investments.

Winning this award is a reflection of the continued dedication to providing industry-leading technology and outstanding services, enhancing the experiences of both financial advisers and their clients.

29/04/2026

If you've got several small pension pots which you have accumulated over the years in different jobs but have no idea what they mean in real terms, we can help you to consider 'pension consolidation'.

We will find out full information about all the pensions for you and, if appropriate, bring them together into one place with a full online facility where you can see exactly what you've got and how the investment is performing.

Call the office on 01834 810077, send a DM or email [email protected] and our team will be happy to help you.
With investing, capital is at risk

02/04/2026

I am really proud to have been awarded the Business Growth Wales Award for ‘Legal & Professional’ (West Wales).

It meant a lot, after many years of hard work and commitment.

This would not be possible without my dream team, Sara Hicks and Heather Chambers, or my support at home, Warren Pugh. Thank you!

But just as important, my clients old and new. Thank you for your continued loyalty! I am lucky to love what I do ❤️

11/03/2026

We are very proud to be selected as finalists for not one, but two awards at the Business Growth Awards 2026 West Wales!

⭐️ Business Service Excellence ⭐️

⭐️ Legal & Professional Business ⭐️

11/03/2026

The 2025/2026 tax year ends on 5th April.
Make the most of your allowances with guidance you can trust.

As we approach the end of the tax year, now is a great opportunity to make the most of your remaining pension and ISA allowances*.

Making full use of available allowances can play an important role in your long-term financial plan. If you would like to make an additional contribution or explore your options in more detail, we’re here to provide the guidance and support you need.

Call our Tenby Office on 01834 810077 to discuss how you can make the most of your remaining pension and ISA allowances.

03/03/2026

https://www.truepotential.co.uk/blog/maximise-your-isa-a-smart-approach-to-tax-efficient-investing

We explore how ISAs work, why they’re such a powerful part of a long‑term investment strategy, and how to ensure you’re making the most of this opportunity.

19/02/2026

Are you prepared for the tax year ending on April 5th? Planning ahead could make a meaningful difference to your finances.
In our expert blog, we cover the key opportunities you should consider before tax year end from maximising your Pension and ISA allowances to understanding gifting and Inheritance Tax.

Link in comments.

Capital at risk. The value of investments can go down as well as up. ISA eligibility and tax rules apply. Pension eligibility and tax rules apply.

12/02/2026

Has your bank stopped giving advice? If you’ve lost this service and need professional guidance, I can help.

I offer face-to-face financial advice, powered by award-winning technology.

As your local True Potential Wealth Management Partner with over 17 years of experience in Financial Services, I can provide professional advice on:

• Investments and Savings
• Protection and Insurance
• Retirement Planning
• Tax Planning
• Trust and Estate Planning
• Mortgages

Contact me today for straightforward financial advice, call the office on 01834 810077 send a DM or email me at [email protected]

12/02/2026

When a food delivery lorry parks outside the office and makes us feel like we are under the sea 🐟 🐠 🐟 🐠