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About True Potential

Our mission is to help people across the UK do more with their money by providing expert financial advice, exclusive investments, dedicated support, and award-winning technology

Our mission is to help people across the UK do more with their money by providing expert financial advice, exclusive investments, dedicated support, and award-winning technology

Date last reviewed: November 3rd, 2025

True Potential are trustedby more than 607,000 clients.

£36 billion investedon the True Potential Platform.

Why choose True Potential?

Team working together

Why choose True Potential?

We launched True Potential in 2007 to bring our vision of Hybrid Advice to the UK. We believe that a combination of personal financial advice and market-leading technology is the best way to help people reach their financial goals.

Our approach blends the best in qualified and regulated financial advice with technology that gives you the power of an expert investor in the palm of your hand. Once we’ve set up your personal financial plan, you can track every aspect of it online and by app. If you ever want to make a change, add some money or make a withdrawal, it’s only a few taps away. Plus, whenever you have a question our friendly Relationship Management Team are here for you.

With over 586,000 clients and a decade of success, we’re experts in helping people do more with their money. Whether it’s planning for retirement, investing for growth or simply taking control of your finances, we’ve got the expertise to help.

Meet our team

Click to find out more about their experience.

Andrew Sibbald

Andrew Sibbald Chairman True Potential Group

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Gerry Mallon

Gerry Mallon Chief Executive Officer True Potential Group

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Ben Thorpe

Ben Thorpe Chief Financial Officer True Potential Group

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Henrietta Jowitt

Henrietta Jowitt Chief Executive Officer True Potential Administration

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Gregg Lang

Gregg Lang Chief Executive Officer True Potential
Adviser Services

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Jeff Casson

Jeff Casson Chief Executive Officer True Potential Investments

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Jamie Sexton

Jamie Sexton Chief Client Officer True Potential Group

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David Reid

David Reid Chief Technology Officer True Potential Group

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Earl Glasgow

Earl Glasgow Chief Recruitment Officer True Potential Group

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Iain Wallace

Iain Wallace Chief Risk Officer True Potential Group

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George Peebles

George Peebles Non-Executive Director True Potential Group

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Jodi Balfe

Jodi Balfe Non-Executive Director True Potential Group

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Karina McTeague

Karina McTeague Non-Executive Director True Potential Group

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Maxim Crewe

Maxim Crewe Non-Executive Director True Potential Group

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Rebecca Hunter

Rebecca Hunter Non-Executive Director True Potential Group

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Stephanie Bruce

Stephanie Bruce Non-Executive Director True Potential Group

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Our awards

We are proud to have been recognised with a series of major industry awards over the past few years.

Adviser Review Champion

Adviser Review Champion

Best Platform Service

Best Platform Service

Best Use of Technology In the Investment Life & Pensions Sector (Winner)

Best Use of Technology In the Investment Life & Pensions Sector (Winner)

Best Online Service<br />
(Highly commended)

Best Online Service
(Highly commended)

Service Beyond the Call of Duty<br />
(Highly commended)

Service Beyond the Call of Duty
(Highly commended)

Wealth Management Company of the Year

Wealth Management Company of the Year

Best Technology Provider

Best Technology Provider

Best Client Engagement<br />
(Provider)

Best Client Engagement
(Provider)

Best industry initiative

Best industry initiative

Adviser Platform

Adviser Platform

Personal Pension<br />

Personal Pension

Drawdown

Drawdown

Consumer Platform

Consumer Platform

Discretionary Fund Manager

Discretionary Fund Manager

Back Office Support

Back Office Support

Platform Provider

Platform Provider

Pensions and Protection Provider

Pensions and Protection Provider

Investment Provider

Investment Provider

Outstanding Achievement

Outstanding Achievement

Europe's Long-Term Growth Champions

Europe's Long-Term Growth Champions

Best Investment Advice Firm<br />
(Highly Commended)

Best Investment Advice Firm
(Highly Commended)

Best Platform Provider<br />
(AUM up to £40 billion)

Best Platform Provider
(AUM up to £40 billion)

Best Platform Service

Best Platform Service

Best use of Technology

Best use of Technology

Custody Deal<br />
of the Year

Custody Deal
of the Year

FinTech Business<br />
of the Year

FinTech Business
of the Year

Most Innovative<br />
Use of Technology

Most Innovative
Use of Technology

Wealthtech <br />
Firm of the Year

Wealthtech
Firm of the Year

Technology <br />
Firm of the Year

Technology
Firm of the Year

Marketing Campaign <br />
of the Year

Marketing Campaign
of the Year

Best mobile/online access

Best mobile/online access

Best Support Service for Advisers

Best Support Service for Advisers

North East Adviser Firm of the Year (Highly Commended)

North East Adviser Firm of the Year (Highly Commended)

Best Platform Service

Best Platform Service

Best Platform Provider

Best Platform Provider

Best Online Service

Best Online Service

Best use of Technology (Highly Commended)

Best use of Technology (Highly Commended)

Digital Champion

Digital Champion

Best Financial Adviser  (Highly Commended)

Best Financial Adviser (Highly Commended)

Best Retirement Advice Firm

Best Retirement Advice Firm

Pension and Protection Advisers

Pension and Protection Advisers

Back Office Support Services

Back Office Support Services

DFM

DFM

Investment Provider

Investment Provider

Platform Provider

Platform Provider

Best Platform Service

Best Platform Service

Best Platform Provider

Best Platform Provider

Leading Adviser Business

Leading Adviser Business

Best Online/Mobile Access

Best Online/Mobile Access

Best SIPP Provider

Best SIPP Provider

Best Support  Service Provider

Best Support Service Provider

Best for Digital ISAs

Best for Digital ISAs

Best Fund Platform

Best Fund Platform

Best Online/Mobile Access

Best Online/Mobile Access

Best Platform Service

Best Platform Service

Best Platform Provider

Best Platform Provider

Digital Process Champion

Digital Process Champion

Best SIPP Provider

Best SIPP Provider

Public Vote Champions

Public Vote Champions

Back Office and  Support Services

Back Office and Support Services

Digital Process Champion

Digital Process Champion

Defaqto Expert Rated

Defaqto Expert Rated

With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest.

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

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