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Move your adviser business to True Potential

Ready to find out more?

Over£37bninvested

Over615,000clients

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.

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.

Investment Management team

Delivering consistent, competitive investment outcomes for clients whilst offering advisers access to some of the largest industry-leading fund managers globally.

My move to True Potential has been absolutely liberating.

Louise Woollard
Financial Adviser

Testimonial for Louise Woollard

Where are you in your business journey?

View our range of flexible partnership models designed to help you achieve your business objectives.

Grow

For advisers looking to scale their business.

Learn more

Downsize

 For advisers looking to make day-to-day operations more manageable.

Learn more

Retire

For advisers preparing to exit the industry.

Learn more

Want to find out more?

Download our e-brochure to learn more about the benefits of working with True Potential.

Your guide to why moving to True Potential could be the best move for you and your clients.

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