TRU Financial Planning Limited
Amanda & Jo are experienced Financial Advisers with a combined 36 years in the financial industry each holding a Diploma in Financial Planning.
After six successful years as a financial adviser with Prudential Financial Planning, Amanda & Jo were delighted to establish their own financial advice business, TRU Financial Planning Ltd, as part of M&G Wealth Advice.
They have been helping people achieve financial security throughout their careers, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. They both take pride in providing investment solutions to meet individual client needs. They provide bespoke advice, following a rigorous assessment of each client’s financial needs.
Quite simply, Amanda & Jo provide sound, personal and expert advice.
In her spare time, Amanda enjoy spending time outdoors with her young son Oliver and family dog Mabel as well as keeping fit. Amanda loves to travel with her family and expore new parts of the world.
Jo also spends her spare time outdoors and likes to keep fit and also loves to watch Sport. Football and Motor Racing are two passions of hers. She also likes to travel and spend time with her family.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
Jo is an experienced Financial Adviser and holds a Diploma in Financial Planning.
After six successful years as a financial adviser with Prudential Financial Planning, Jo was delighted to establish TRU Financial Planning Ltd, as part of The Advice Partnership from Prudential.
She has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. She takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.
Quite simply, Jo provides sound, personal and expert advice.
Jo spends her spare time outdoors and likes to keep fit and also loves to watch Sport. Football and Motor Racing are two passions of hers. She also likes to travel and spend time with her family.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
TRU Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.