Back to Investment Portfolios

Who decides if a transfer is right for me?

You decide. Transfers can be complicated and there are a lot of things to think about before going ahead. Whilst we will assess the suitability of our discretionary management service, we don’t assess the suitability of any transfers. You need to consider your own individual circumstances and objectives carefully and in some cases take regulated financial advice. Our team are on hand to provide the best financial advice to ensure you’re making the right decisions for your circumstances.

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

If you need more information or have any further question, and you are not already a client with True Potential, you can speak to our friendly team on 0191 625 0350 available 7am-8pm weekdays.