A Tenby-based financial services firm is celebrating a year of impressive growth, now serving over 500 local customers.
The business was founded by well-known financial advisor Amy Pugh in 2020. Born and raised in Tenby, Amy launched the firm following a successful career with Barclays.
Amy’s focus is to serve the local community, offering straightforward financial advice.
Having secured £16 million of new mortgage lending, the firm looks after clients from buying their first home to planning for retirement, as well as offering advice on pensions and investments.
The firm is part of True Potential Wealth Management, a leading financial services company renowned for its innovative technology and award-winning solutions.
Supporting Amy are Office Manager Sara Hicks and Trainee Mortgage Advisor Heather Chambers, forming a close-knit team dedicated to supporting the financial wellbeing of the community.
Last year, the team moved into Chorlton House on Tenby’s High Street after transforming the former gift shop into sleek, modern offices during a three-month renovation project.
Commenting on the firm’s growth, Amy said:
“We’re incredibly proud to serve the Pembrokeshire community and support local residents.
“True Potential gives us the backing of a secure, established brand with excellent products and services. It’s the perfect mix of local expertise paired with a national platform that helps us deliver the best for our clients.”
She added:
“Because I’ve lived and worked here all my life, there’s a real sense of trust between us and our clients. We offer straightforward, approachable advice, and being able to meet face-to-face is something people truly value.”
Steve Hutton, Chief Executive, True Potential Wealth Management, praised Amy’s dedication and professionalism, saying:
“Amy is one of our highly skilled advisors and an asset to True Potential. She embodies our mission to help clients achieve their financial goals through tailored, personal advice.
“With access to our award-winning technology and services, Amy and her team are able to give clients greater control over their finances. It’s fantastic to see the business thriving.”
The firm continues to grow and build on its reputation as a trusted financial partner for families and individuals across Pembrokeshire.