True Potential Wealth Platform
For UK financial advisers looking to maximise investment opportunities for clients, the True Potential Wealth Platform is structured for growth. With a fully-integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs.
Built from the ground up using True Potential’s award-winning in-house technology, the Wealth Platform integrates our world-first impulseSave® top-up technology and revolutionary financial life planner, True Potential One®.
Our Wealth Platform is engineered with the future in mind, delivering innovation, choice, control and value.
Wide Range of Investments
Invest your capital within innovative risk-rated investment options, giving you exposure to world-class investment managers. Amongst these options are the True Potential Portfolios. A range of ten discretionary managed Portfolios which blend together funds from a range of asset managers in our Wealth Strategy Fund Range, using Advanced Diversification.
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.
Current Strategy Fund Managers
Our Wealth Platform Offers
0.40%
platform fee
Preferential
dealing terms
on mutual funds
No fees
for transfers
No fees for
mutual funds sales
and purchases
0.05% (minimum £5)
for equity transactions
Secure Client Site
Through the True Potential Wealth Platform, you can empower clients to become more engaged 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 personal 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.
With client sites, you manage relationships, not accounts.
Read Our Client Site GuideimpulseSave®
Clients can top up their existing investments at the touch of a button with our world-first impulseSave® technology, 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 clients to engage with their goals. 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.
impulseSave® BrochureDiscover the opportunity for you at True Potential
We would like to offer you the opportunity to earn more income, offer more to your clients and keep more of the fees you earn.
If you can invest 45 minutes of your time, Daniel Harrison, our Chief Executive, David Harrison, our Chairman, and Earl Glasgow, a Founding Partner, will share with you the exact business model that will increase your client bank, enable you to offer world-first technology to your clients and allow you to keep 95% of the fees you earn.
Using our unique Hybrid Advice model, we delivered £132 million in profit last year now have over £21 billion of assets on our platform.
To discover how we can do more for you, please click below.
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 Investments LLP is authorised and regulated by the Financial Conduct Authority. FRN No. 527444. www.fca.org.uk Registered in England and Wales as a Limited Liability Partnership No. OC356027.
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.
© 2024 True Potential LLP. All rights reserved.
