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.

True Potential are trustedby more than 500,000 investors.

£29 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 490,349 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.

Daniel Harrison

Daniel Harrison

Group Chief Executive, True Potential Group

Daniel began his career as Technology Co-ordinator at financial services firm Positive Solutions, where he provided first-line technical support to independent financial advisers (IFAs).

Progressing to development, Daniel helped build some of the innovative tools that saw Positive Solutions routinely pick up technology awards.
With his technology background in place, he was appointed Head of Marketing at Positive Solutions. Reporting directly to the Board, Daniel helped build end-client communications and worked with recruitment to help grow Positive Solutions to be the largest firm of its kind.

After thirteen years in the industry, he helped found True Potential LLP as a Senior Partner. Initially heading up the Group’s marketing and technology teams, Daniel helped design, build and market technologies that built the reputation for innovation that the company continues to enjoy.

Daniel has broadened his role further in the past twelve years. In addition to continuing to chair the technology board, he has been in charge of delivering a service proposition to more than 4,000 financial advisers and has worked as head of operations within True Potential Wealth Management, helping shape regulatory and process decisions for both financial advisers and clients.

As the head of the company’s award-winning Wealth Platform, Daniel was instrumental in guiding the development of True Potential’s unique client sites and the world-first impulseSave® technology. He believes that technology can help address the UK’s savings crisis by creating a more engaging way for people to save and invest.

Mark Henderson

Mark Henderson

Managing Partner, True Potential Investments

Mark began his financial services career in private banking with Lloyds, covering investment management, and executor and trustee work in the north of England and Scotland.

He then moved to Merrill Lynch’s International Private Client Division before joining Positive Solutions where he held the position of Director of Wealth Management.
Mark is one of the founding partners of True Potential LLP, initially heading up provider relations. In this role, he was responsible for gaining industry-wide agreements that enabled the firm to develop technology for evaluations, electronic payments and commission statements.

Instrumental in building the True Potential Wealth Platform, Mark is responsible for enhancing the platform’s product range which now covers ISAs, GIAs, Pensions and Investment Bonds (both onshore and offshore).

He has also been the key driver in the development of the True Potential strategy fund range, and the continued evolution of the Wealth Platform’s product and fund range, as well as its benefits for both advisers and clients.

In 2013, Mark launched two new Goldman Sachs Institutional funds. These are a first of their kind for retail investors, often reserved for ultra-high net worth and institutional clients, and available only to True Potential clients. In addition, he helped develop one of the first free pension wrappers in the UK, the TPI Pension.

Most recently, Mark has overseen True Potential Investments LLP’s success in gaining investment management permissions. This allows True Potential to create and retain greater control over a range of strategy funds. The funds help to drive down charges and provide better value and choice to clients.

Jamie Sexton

Jamie Sexton

Head of Operations, True Potential Wealth Management

Jamie has worked for True Potential for 14 years 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 almost 100,000 contributing employees from 25,000 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 a superior service and the support to reach their financial goals.

Steve Hutton

Steve Hutton

Managing Partner, 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.

Jeff Casson

Jeff Casson

Chief Investment 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.

Rebecca Wright

Rebecca Wright

Head of Customer Care, True Potential Wealth Management

Rebecca has worked in customer services for over 10 years now, including heading up the True Potential Customer Care 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 Customer Care 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

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 client do more with their money.

Ready to do more with your money?

If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options. Alternatively, you can begin your investment journey yourself using the ‘start investing’ button below.

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. OC356611.