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.

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Date last reviewed: July 4th, 2025

True Potential are trustedby more than 590,000 clients.

£34 billion investedon the True Potential Platform.

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 590,000 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.

Our awards.

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

Meet our team.

Gerry Mallon

Chief Executive Officer, True Potential Group

Gerry Mallon joined True Potential as Group CEO in 2025. For over six years previously, he was CEO of Tesco Bank and a member of the Tesco Group Executive Committee, completing the successful sale of Tesco Bank to Barclays in 2024.

Gerry has held CEO roles since 2007, having also been CEO of Ulster Bank and of Danske Bank UK. Earlier in his career, he held roles at Bank of Ireland and McKinsey and Company.

Gerry is a board member of Heart of Midlothian FC plc and Chairman of the Foundation of Hearts. He was Chairman of the Irish FA for six years and also served terms as Chairman of University of Ulster, President of the Institute of Banking, and Honorary Consul for the Kingdom of Denmark.

Gerry holds a first-class honours degree in Economics from Cambridge University and was made Doctor of Science honoris causa by the University of Ulster.

Jeff Casson

Chief Executive Officer, True Potential Investments

Jeff’s career in began in 1999 with Alliance Trust. In 2005 he moved to Scottish Widows Investment Partnership joining the Emerging Market team to run a series of Emerging Market mandates for retail and institutional clients.

In 2010 Jeff moved to Martin Currie Investment Management as an Investment Director on their Global Emerging Markets team before being appointed as Head of Investment Process in 2017. Jeff is a Chartered Financial Analyst (CFA) and holds an Executive MBA from the University of Edinburgh.

Jamie Sexton

Chief Client Officer, True Potential Group

Jamie has worked for True Potential since 2007 in a range of different roles throughout the business including technology, sales, and advice.

Jamie was responsible for the creation of the True Potential Auto Enrolment proposition which now supports over 100,000 contributing employees from over 20,000 employers.

He is a qualified Financial Adviser and Pension Transfer Specialist and is responsible for all client servicing. His focus is to ensure all clients who join True Potential Wealth Management receive superior service and the support to reach their financial goals.

Jamie is also a member of the Group Executive Committee working on ensuring all service delivered to clients is at the highest level.

Steve Hutton

Chief Executive Officer, True Potential Wealth Management

Steve started in the industry in 1983, working for M&G Group and then as a financial adviser for five years, specialising in developing professional connections and gaining a Financial Planning Certificate.

Since then, he’s been a Director and Head of Wholesale Business for Scottish Widows Investment Partnership, Fidelity International and UBS Asset Management. Steve has significant experience of Asset Management, Fund Platforms, and liaising with Fund Managers and advisers. His focus is ensuring our ongoing advice, investments, support and technology are all helping clients get the most from our service.

Kevin Kidney

Head of Investments, True Potential Investments

Kevin joined True Potential Investments in 2022. His career began at JPMorgan Asset Management, before joining the Government Bond team at Standard Life Investments (SLI) in 2010. Whilst at SLI he was part of the team responsible for running absolute return government bond funds.

In 2012 Kevin joined Edinburgh-based fixed income boutique Cameron Hume as an Investment Director. He was appointed Head of Macro in 2019. Kevin is a Chartered Financial Analyst (CFA) and gained a PhD in Applied Mathematics from the University of Strathclyde in 2007.

Rebecca Wright

Head of Client Servicing, True Potential Wealth Management

Rebecca has worked in customer services for over 10 years now, including heading up the True Potential Relationship Management Team since its inception in 2018.

She started working at True Potential in 2015 helping businesses and accountancy firms to fulfil their auto enrolment duties. There are over 300,000 members registered for our auto enrolment proposition and Rebecca continues to oversee their servicing.

Our Relationship Management Team look after over 75,000 clients, helping them with financial planning, completing annual suitability reviews and answering their day-to-day queries.

Dianne Pattison

Head of Technology, True Potential Group

Dianne started her career in finance when she joined True Potential as a developer in 2008.

Since then she has held positions such as Head of Training, providing and overseeing technology courses for all advisers, Operations Manager in True Potential Wealth Management where she managed the day to day running of the firm, and as her current role describes, Head of Technology.

Dianne works alongside the True Potential senior team driving through enhancements to technology, ensuring our systems keep improving to help clients do more with their money.

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

Brought to you by True Potential Investments LLP.

True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority,
FRN 527444. www.fca.org.uk

Registered in England and Wales as a Limited Liability Partnership No. OC356027.

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About True Potential.

True Potential are trustedby more than 590,000 clients.

£34 billion investedon the True Potential Platform.

Why choose True Potential?

Our awards.

Wealth Management Company of the Year

Best Technology Provider

Best Client Engagement (Provider)

Best industry initiative

Adviser Platform

Personal Pension

Drawdown

Consumer Platform

Discretionary Fund Manager

Back Office Support

Platform Provider

Pensions and Protection Provider

Investment Provider

Outstanding Achievement

Europe's Long-Term Growth Champions

Best Investment Advice Firm (Highly Commended)

Best Platform Provider (AUM up to £40 billion)

Best Platform Service

Best use of Technology

Custody Deal of the Year

FinTech Business of the Year

Most Innovative Use of Technology

Wealthtech Firm of the Year

Technology Firm of the Year

Marketing Campaign of the Year

Best mobile/online access

Best Support Service for Advisers

North East Adviser Firm of the Year (Highly Commended)

Best Platform Service

Best Platform Provider

Best Online Service

Best use of Technology (Highly Commended)

Digital Champion

Best Financial Adviser (Highly Commended)

Best Retirement Advice Firm

Pension and Protection Advisers

Back Office Support Services

DFM

Investment Provider

Platform Provider

Best Platform Service

Best Platform Provider

Leading Adviser Business

Best Online/Mobile Access

Best SIPP Provider

Best Support Service Provider

Best for Digital ISAs

Best Fund Platform

Best Online/Mobile Access

Best Platform Service

Best Platform Provider

Digital Process Champion

Best SIPP Provider

Public Vote Champions

Back Office and Support Services

Digital Process Champion

Defaqto Expert Rated

Meet our team.

Gerry Mallon

Chief Executive Officer, True Potential Group

Jeff Casson

Chief Executive Officer, True Potential Investments

Jamie Sexton

Chief Client Officer, True Potential Group

Steve Hutton

Chief Executive Officer, True Potential Wealth Management

Kevin Kidney

Head of Investments, True Potential Investments

Rebecca Wright

Head of Client Servicing, True Potential Wealth Management

Dianne Pattison

Head of Technology, True Potential Group

Why choose
True Potential?

Best Client Engagement
(Provider)

Best Investment Advice Firm
(Highly Commended)

Best Platform Provider
(AUM up to £40 billion)

Custody Deal
of the Year

FinTech Business
of the Year

Most Innovative
Use of Technology

Wealthtech
Firm of the Year

Technology
Firm of the Year

Marketing Campaign
of the Year