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

March
2020

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.

Nov
2019

True Potential passed the £10 billion mark for assets on our True Potential Platform.

Sept
2019

True Potential won the ‘Best Use Of Technology’ award at the Schroders UK Platform Awards 2019, celebrating achievement in platforms and technology.

Sept
2019

True Potential have been named as the National Winner of the Chairman’s Selection Award 2019 at the European Business awards.

August
2019

True Potential sponsor the World Transplant Games

August
2019

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.

April
2019

True Potential Portfolios power through the £6 billion barrier

Feb
2019

True Potential Wealth Management has been voted the nation’s most popular advice firm, according to VouchedFor.

Jan
2018

We had 8.2 Billion held on the platform

Aug
2017

True Potential Portfolios Soar Through £3 Billion Barrier

Aug
2017

True Potential Platform Exceeds £6 Billion

Jul

True Potential Wins Best Support Service for Sixth Year Running

May
2017

Apr
2017

Launch of True Potential Protection

Mar
2017

Mar
2017

Mar
2017

£2 billion invested in our True Potential Portfolios

Dec
2016

Deloitte Fast 500 for Fourth Year Running

Nov
2016

Deloitte Fast 50 for Third Year Running

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