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Business Support Services

As one of the most innovative financial services groups in the UK today, currently working with close to 20% of UK financial advisers, we believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to clients for many years to come.

Services provided by

Client Value Proposition

Goal-Based Technology

Our system reflects True Potential’s goals-based approach and allows you to create investment plans that are truly personal and realistic for your clients. You can take into account their personal goals, timeframes to achieve these goals and the level of risk they are willing to take.

Wide Range of Investments

With exclusive access to our award-winning Wealth Platform, you’ll find a wide range of investment options to meet your clients’ needs.

Invest capital within innovative risk-based strategy funds from world-class investment managers, and our own Wealth Strategy Fund Range and the True Potential Portfolios.

You can also choose to construct a bespoke plan from the thousands of Mutual Funds, Bonds (Onshore and Offshore), Exchange Traded Funds and Equities we have available.

You also have access to a range of exclusive tax wrappers, including our Stocks & Shares ISA and TPI Pension, to ensure your clients’ investments are as tax efficient as possible.

Secure Client Site

Through the True Potential Wealth Platform, you can empower clients to become more engage with you and the plans you’ve made. Clients get a complete view of their investments on their own client site.

Through their personal client sites, clients can track their investments against their goals and view portfolio valuations 24/7. They can link-up bank accounts and existing policies to get a better picture of their finances.

Clients can access their client sites online or via our range of mobile and tablet apps and top up their investments using impulseSave®. Plus, clients can reach you directly through the Secure Messaging system within their site.

Read Our Client Site Guide

impulseSave®

Your clients can top up their existing investments at the touch of a button with our world-first impulseSave® feature. With impulseSave®, your clients can top-up their Stocks & Shares ISA, TPI Pension or General Investment Account with as little as £1, whenever and wherever they want.

impulseSave® breaks down barriers to investing, encouraging your clients to engage with their goals. Your clients can top-up with small amounts when they don’t feel they need additional advice. It’s a great way to grow your revenue stream without any hassle.

Download impulseSave® Brochure

Perfect Sales Process to Help You Attract and Retain Clients

Our Perfect Sales Process is designed to allow you to:

Focus attention on the unique aspects of your proposition
Lead with a service that your clients value
Create a new way to communicate between client and adviser
Convert prospects to clients
Retain existing clients

All of which, result in increased revenue for you and your business.

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

True Potential Adviser Services LLP is registered in England and Wales as a Limited Liability Partnership No. OC326607.

Quick Links

Registered Head Office

Gateway West
Newburn Riverside
Newcastle upon Tyne
NE15 8NX

Legal

True Potential LLP is registered in England & Wales as a Limited Liability Partnership No. OC380771.

impulseSave® is a registered trademark of True Potential Investments LLP. True Potential One® is a registered trademark of True Potential LLP.