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Downsize your adviser business with True Potential

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Over£37bninvested

Keep up to95%of your
advice fees

96%client
retention rate

Why True Potential?

Integrated technology

A single, integrated platform that saves time and reduces operational workload, with a competitive offering allowing you to keep up to 95% of your advice fees.

Adviser
support

Dedicated transition support to help you move smoothly, reduce day‑to‑day pressures and plan confidently for the coming years.

Indigo Smart Assistant®

AI integrated through the advice process, helping advisers to work more efficiently and deliver personal and impactful client meetings.

Client
support

Trusted by clients, with a 96% retention rate and over 18,000 five‑star Trustpilot reviews, helping protect continuity and long‑term value.

The True Potential technology gives me more time to interact in a meaningful way with clients.

Paul Taylor
Chartered Financial Planner

Testimonial for Paul Taylor

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