Grow your business, with our help.

Our support services help financial advisers manage and grow their businesses, while providing valuable and innovative services to their clients.

Our offer.

Through our industry leading technology and services, we power the businesses of 20% of the UK financial adviser market. Our blend of compliance consultancy, back-office technology and administrative support aims to help financial advisers take their businesses to the next level.

Why
True Potential.

Trusting True Potential with your business means you will benefit from the same award-winning service and support enjoyed by 20% of all UK financial advisers.

While we provide leading-edge technology and business support services, we see our role as going much further than that. We design and build strategies that help financial advisers manage and grow their businesses – in ways that deliver exceptional value to clients.

We have the expertise and scale to deliver a truly unique proposition to you and your clients.

As everything we offer is designed, built, and run in-house, we offer a uniquely integrated approach to supporting your business. Our goal is to help you spend less time working in your business, so you can spend more time working on your business.

Technology that works for you.

Our proprietary back office system works seamlessly with the True Potential Platform, enabling you to focus your time on providing advice rather than administration.

To make running your business easier, we provide daily payment of commissions fees and renewals to the penny. We also ensure all communications can be instantly shared between you, your clients, and our administrators.

The True Potential Platform, which consistently ranks as one of the best in the industry with financial advisers and independent analysts, offers exclusive True Potential funds and portfolios, as well as thousands of mutual funds, exchange traded funds and direct equities.

The Platform offers a simple 0.40% fee to all clients, with no exit or transfer charges, no charges for tax wrappers or True Potential Investments’ discretionary fund management service.

Client data management and audit trail

Relationship Management Team

Commission and fee reconciliation

Compliance management

Data and MI reporting tools

PII, RMAR and RegData Returns

Simple submission process

Unlimited document storage

Compliance consultancy that puts you first.

  • Business planning support
  • CPD opportunities
  • FCA assistance
  • Financial promotions guidance
  • RegData Returns
  • PII assistance
  • Suitability assessment templates
  • Training and regulatory updates

We offer a unique compliance service, focussed on the governance, culture and controls within your business.

Our FCA-approved Compliance Framework gives you 24/7 access to Key Performance Indicators and regulatory documents that evidence your firm’s value proposition. This not only helps you manage your business, but also gives you direct access to the details the FCA may request for regulatory returns.

Providing 6 and 12-month audits, enables us to concentrate on the culture of your firm and the consumer outcomes it drives. A selection of case reviews and document health checks complete the audit to ensure your business complies with FCA guidance.

You will also have access to our unique Annual Suitability Review technology, which streamlines annual reviews by gathering information from clients for you and notifying you of the outcome. This enables you to provide financial advice to those that need it and a fully automated suitability report for every client.

Our modern approach to training includes regular webinars, online tutorials, in-person seminars and specialised masterclasses.

In addition, our highly qualified experts are always available for technical help, guidance, and advice on all compliance matters.

Expert support for you and your firm.

Our dedicated and award-winning support team are available 8:30 am – 5:30 pm every weekday.

We believe in being here for you when you need us and making sure that we can get you up and running as soon as possible.

As well as technical and administrative support, we offer the expertise of our finance team in completing your returns as well as a dedicated Business Development Manager to ensure you’re making the most of the opportunities available to you.

Branded accounts for your clients.

We believe that today’s clients expect to be able to see how their investments are performing against their goals 24/7.

Our award-winning technology gives your clients access to review and top up their investments, as well as see their whole financial life in one place and get in touch with you whenever they need to.

Your clients will be able to log to a personal account with your branding safely and securely from the convenience of their phone, tablet or desktop computer.

  • Top up on-the-go from £1 with impulseSave®
  • 24/7 access, whenever and wherever
  • Securely contact you through the built-in messaging service
  • Investments insights and personal feed
  • Check performance against goals on-the-go
  • Earn cashback rewards on everyday online shopping

Ready to find out more?

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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 Adviser Services LLP.

Date last reviewed: January 17th, 2024