Get more for your money.

We believe that understanding the fees you pay is an essential part of knowing whether the financial advice you get and the products you invest in are right for you. That’s why our fees are simple, transparent, and great value for money.

Approximately, how much money do you want to invest? £120,000

Your total annual cost would be £2,040 which works out at £170 per month

Fees based on:

1.0%

Initial Advice Fee

0.5%

Advice fee

0.40%

Service fee

0.80%

Portfolio fee*

%

Total fee

*Typical fee, exact cost will depend on your Portfolio.

What you’ll get for your money.

Your 0.50% Advice Fee provides.

 

Assessment of your financial situation

Development of your personal financial plan

Annual review of your plan

Financial advice whenever you need it

Your 0.40% Service Fee provides.

Safekeeping of your money

24/7 access by app an online

Dedicated customer support

Free top ups and transfers in

Your 0.80%* Portfolio Fee includes.

*Typical fee, exact cost will depend on your Portfolio.

Buying and holding the funds within your portfolio

Discretionary fund management at no extra cost

Independent oversight of your portfolio

Ready to do more with your money?

If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options.

Call us on 0191 500 9164

True Potential Wealth Management offers restricted financial advice.  Our service is specifically designed for clients wishing to access their financial affairs online. With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest. Tax rules can change at any time.