True Potential Wealth Management is part of the successful True Potential group of companies and offers wealth management services to private clients, trustees and businesses throughout the UK. We have corporate offices in London and Newcastle upon Tyne.

Key Facts About the True Potential Group

  • Established in 2007 by a management group with extensive experience in UK advice distribution, investment management and financial services technology.
  • Provides services and investment solutions to close to 20% of all UK financial advisers and clients
  • The True Potential group of companies has been recognised with several major industry awards.
  • Administrators of more than £52 billion in client assets (as of 31 December 2015)
  • Founded the ‘True Potential Centre for the Public Understanding of Finance’ in partnership with the Open University Business School. The Centre aims to make financial education more accessible through its research and free courses available to the public, including ‘Managing My Money’ and ‘Managing My Investments’.

Simply the Best

Best Use of Technology by an Adviser
Money Marketing Awards 2016

Adviser Firm of the Year – Silver
Money Marketing Awards 2014

Our History

Oct
2016

We reached the 12  month anniversary since the launch of our True Potential Portfolios

Aug
2016

True True Potential and UBS Asset Management join forces to launch innovative multi-asset fund range

July
2016

Released our True Potential Portfolios to all financial advisers.

Apr
2016

Launched our third free personal finance course on FutureLearn

Jan
2016

Added six new funds to the True Potential Wealth Strategy Fund Range.

Oct
2015

Jun
2015

Added four new funds to the True Potential Wealth Strategy Fund Range.

Mar
2015

Launched True Potential One® lifetime planning tool.

Feb
2015

Launched Investment Management Firm and eight Wealth Strategy Funds.

Dec
2014

Introduced our Auto Enrolment proposition to corporate clients.

Dec
2014

The True Potential LLP group is administrators of more than £67 billion in client assets.

Nov
2014

Received investment management permissions.

Sep
2014

Demonstrated impulseSave® live on stage at FinovateFall 2014, a leading financial services technology conference. As one of only five UK-headquarted companies at the conference, it was a proud moment for everyone at True Potential.

May
2014

Received permission to administer our TPI Pension in-house.

Mar
2014

Launched impulseSave®, a first-of-its-kind technology that allows investors to add as little as £1 to their existing investments. By offering impulseSave® online and via our tablet and smartphone apps, we empower our clients to top-up their investments on-the-go and reach their financial goals.

Nov
2013

Launched the True Potential Centre for the Public Understanding of Finance (or True Potential PUFin for short) in partnership with the Open University Business School. The centre aims to empower the UK public to better understand their personal finances. One of PUFin’s first acts was to develop a series of free online personal finance courses to help the public learn more about their money.

Aug
2013

Undertook our first survey of the UK’s savings habits and uncovered some surprising information. The ‘Savings Gap’ in the UK runs deeper and wider than people think, with many under-prepared for retirement.

Further quarterly surveys have delved deeper into the savings habits of the nation, each producing their set of shocking results.

Apr
2013

Launched V6 technology, which offers financial advisers a holistic view of all client information, available on-the-go with seamless data links and integrated planning tools.

Nov
2011

Launched our Wealth Platform, built entirely in-house, to provide an integrated investment solution for UK financial advisers and their clients.

2007

True Potential Adviser Services established with a management group containing extensive experience of UK advice distribution, investment management and financial services technology.

Our Future

We have the drive, ambition and expertise to continue our mission to revolutionise wealth management. We are committed to pushing technology even further to help clients take control of their finances and financial advisers to provide world-class services.

We will always deliver strategies and services that are simple, effective and unique.

Read Our Latest Annual Report