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.
Simply the Best
One to Watch
European Business Awards 2019
Public Vote Champions
City of London Wealth Management Awards 2020
Our History
Nov2020
True Potential finished top of the Next Wealth Platform Leader Board and were named a ‘Digital Process Champion’.
Nov2020
True Potential Adviser Services were awarded 5 stars in the Back Office and Support Servicescategory at the Financial Adviser Service Awards 2020.
March2020
True Potential is one of the first businesses to sign the C-19 Business Pledge, a national initiative to tackle the effects of the coronavirus. It was co-founded by our Chairman, David Harrison.
Nov2019
True Potential passed the £10 billion mark for assets on our True Potential Platform.
Sept2019
True Potential won the ‘Best Use Of Technology’ award at the Schroders UK Platform Awards 2019, celebrating achievement in platforms and technology.
Sept2019
True Potential have been named as the National Winner of the Chairman’s Selection Award 2019 at the European Business awards.
August2019
True Potential sponsor the World Transplant Games
August2019
True Potential win our third European Business Award ‘Ones to Watch’, following on from The European Public Vote 2017/18 award, and being named European Business of The Year in 2016/17.
April2019
True Potential Portfolios power through the £6 billion barrier
Feb2019
True Potential Wealth Management has been voted the nation’s most popular advice firm, according to VouchedFor.
Jan2018
We had 8.2 Billion held on the platform
Aug2017
True Potential Portfolios Soar Through £3 Billion Barrier
Aug2017
True Potential Platform Exceeds £6 Billion
Jul
True Potential Wins Best Support Service for Sixth Year Running
May2017
True Potential Wins European Business of the Year Award
Apr2017
Launch of True Potential Protection
Mar2017
True Potential Wins the Guardian’s Business Partnership Award
Mar2017
True Potential Wins the Online Technology Provider of the Year Award
Mar2017
£2 billion invested in our True Potential Portfolios
Dec2016
Deloitte Fast 500 for Fourth Year Running
Nov2016
Deloitte Fast 50 for Third Year Running
Oct2016
We reached the 12 month anniversary since the launch of our True Potential Portfolios
Sept2016
Our flagship True Potential Portfolios reach £1 Billion investment total
Aug2016
True True Potential and UBS Asset Management join forces to launch innovative multi-asset fund range
July2016
Released our True Potential Portfolios to all financial advisers.
Apr2016
Launched our third free personal finance course on FutureLearn
Jan2016
Added six new funds to the True Potential Wealth Strategy Fund Range.
Oct2015
Launched Managed Portfolio Series.
Jun2015
Added four new funds to the True Potential Wealth Strategy Fund Range.
Mar2015
Launched True Potential One® lifetime planning tool.
Feb2015
Launched Investment Management Firm and eight Wealth Strategy Funds.
Dec2014
Introduced our Auto Enrolment proposition to corporate clients.
Dec2014
The True Potential LLP group is administrators of more than £67 billion in client assets.
Nov2014
Received investment management permissions.
Sep2014
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.
May2014
Received permission to administer our TPI Pension in-house.
Mar2014
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.
Nov2013
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.
Aug2013
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.
Apr2013
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.
Nov2011
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