Our clients have twenty-four seven access to their own personal account available on both desktop and app. Inside their account, clients can view their investments and performance to make sure they stay on track to reach their goals. If they fall behind, we’re here to help them with options to top up from just one pound or start a regular direct debit to set their investment on autopilot.
True Potential Rewards.
They also have access to unique benefits such as True Potential Rewards, where clients can earn cashback from over five hundred of the UK’s biggest brands and even automatically invest their earnings to retire earlier.
Our technology is powered by machine learning, which enables us to hyperpersonalise the way we engage with our clients. Every client gets an experience tailored exclusively to them, their needs and their long term goals.
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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.