More about our exclusive, competitive and tailored offer
Your invitation.
We’d like to personally invite you to visit us at our Head Office in Newcastle upon Tyne to see why True Potential could be the perfect place for you and your clients.
Watch our Head Office Trailer.
Book your place today.
If you would like to visit our Head Office and learn more about our industry-leading offers exclusively for our Wealth Management Partners, complete the below form and let us know when you would like to attend.
What you’ll learn on the day.
Why True Potential is the best home for you and your clients
Why over 1,100 financial advisers have joined us as Wealth Management Partners
Insight into our investment proposition and portfolios
How our unique and awarding-winning adviser technology can help you
Why we have an excellent Trustpilot rating and retain 98% of all clients who join us
What it’s like being a client of True Potential Wealth Management
How we can help you in taking your business to the next level
Who you can expect to meet.
Daniel Harrison
Chief Executive
True Potential LLP
Earl Glasgow
Head of Recruitment
True Potential LLP
Jeff Casson
Chief Investment Officer
True Potential Investments
Rebecca Wright
Head of Client Servicing
True Potential Wealth Management
Phil Elvin
Head of Sales
True Potential Wealth Management
Jamie Sexton
Director of Client Servicing
True Potential Wealth Management