Assessment of your financial situation
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.
What you’ll get for your money.
Your 0.50% Advice Fee provides.
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
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 625 0350
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.