Our clients are at the heart of all we do.

If you choose to join True Potential Wealth Management, we make sure that your clients benefit from a fantastic service and long-term home for many years to come.

2023 Year in Review - Today, Tomorrow & Beyond.

In our latest True Potential 2023 highlights video we show the key moments from across the business in the past twelve months. Whether it’s planning for retirement, investing for growth, or simply taking control of the family finances, we help our clients plan for Today, Tomorrow & Beyond.

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97% retention rate.

We look after over 148,000 clients in True Potential Wealth Management with a 97% retention rate across our centrally advised clients. Meaning that once they become part of True Potential Wealth Management, they do not want to leave.

Expert advice.

True Potential Wealth Management provides a more personal approach to money management; clients can speak to a financial adviser whenever needed.

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Dedicated support.

Whether by phone, email, live chat, secure message or video call from the True Potential app, our relationship management team are always on hand to answer any questions.

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Award-winning technology.

Clients can check their investments 24/7, complete online annual suitability reviews and top up anytime with impulseSave®. We also offer True Potential Rewards that enables clients to earn cashback from over 4,000 retailers.

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Inter-generational advice.

We help plan for the next generation.
Our unique beneficiaries service provides clients with a free account and support to those expecting to inherit. Bringing much needed clarity and assistance to our clients.

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If you would like to speak to a member of our team about True Potential Wealth Management and your options as a Wealth Management Partner, click the button below and we will be in touch.

Brought to you by True Potential Wealth Management.

This is being communicated to you as investment professional as specified in Article 19 of The Financial Services and Markets Act 2000 (Financial Promotion) Order 2005. The information is for professional advisers and should not be relied upon by any other persons.

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.

Date last reviewed: January 17th, 2024