Manage Cookie Preferences

To understand how people use our site and improve your experience on our website, we use cookies. Please choose which types of cookies you’re happy with – you can change your selection at any time. To learn more, read our Cookie Policy.

News

True Potential surpasses £30 billion in assets.

Written by Connor Mullins on 15th March 2024 Time to read: 1 minute

We are delighted to announce that we now look after more than £30 billion of client money on our True Potential Platform – a 22% increase compared to this time last year.

This expansion underlines our dedication to delivering exceptional service and expertise to meet the needs of our growing client base.

Bringing on additional financial advisers is also an important step in encouraging people to seek financial advice to close the gap between those with advice and those without.

Last year, clients logged into their account 8.1 million times to self-serve, top up their investments and access our range of engaging content through their personal feed – with 6.4 million of those logins coming through our mobile app.

We feel this level of commitment is crucial in closing the savings gap and encouraging long-term financial planning.

Our chief executive Daniel Harrison said: “Surpassing £30 billion in assets under management is a testament to the hard work and dedication of our team, as well as the trust placed in us by our clients and partners.

“We remain committed to closing the advice gap and will continue providing an unparalleled service and help our clients achieve their financial goals.”

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

Reach your true potential

Tell us your financial goals and we can help you achieve them.

Tell us your goals

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

You may also like

What is diversification and why is it important?

Markets & Insights

What is diversification and why is it important?

Understanding market volatility: your questions answered

Markets & Insights

Understanding market volatility: your questions answered

Spring Statement – our key takeaways

News

Spring Statement – our key takeaways

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.

Our website uses cookies to help personalise your experience with True Potential. By clicking "Accept all", you consent to our use of cookies. You can choose to control which cookies we use at any time, by clicking "Manage Preferences". If you choose not to accept some cookies, please note you may experience more limited functionality on our website. To learn more, read our Privacy notice.