True Potential’s 2023 Annual Update.

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Discover how we’ve helped our clients plan for
Today, Tomorrow and Beyond.

Today.

Our blend of regulated financial advice with advanced technology firmly places over 500,000 clients in control of their money. Furthermore, we collaborate with 20% of financial advisers in the UK.

Tomorrow.

The need for expert financial advice and planning remains imperative for building long-term wealth, and it’s our aim to help clients understand their own situation and retirement goals.

Beyond.

Our role in looking after our clients doesn’t just stop at retirement. We offer financial advice to help shape their family future and pass real wealth to the next generation.

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2023 Highlights.

160,000+

Clients now benefit from Hybrid Advice

8.1 million

Client logins by app and online

Over
500,000

Clients benefitted from our products and technology

£1
million

Raised for our charity partners

£2.6
million

Worth of Rewards purchased by clients

TV advert

Launched our first consumer TV campaign

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Brought to you by True Potential Wealth Management.

True Potential Wealth Management offers restricted financial advice. Our service is specifically designed for clients wishing to access their financial affairs online. With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest. Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk

Registered in England and Wales as a Limited Liability Partnership No. OC356611.

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