Ready to reach your true potential?

Choose whether to open a new account or transfer an existing investment.

Open an investment Transfer an investment

Whether you’re interested in a Stocks & Shares ISA, a Personal Pension or a General Investment Account we offer a range of investment types designed to help you achieve your financial goals.

Open an investment

Opening an investment with True Potential is straightforward and can be completed in around 10 minutes online.

Before you begin, it’s important to understand that with investing your capital will be at risk. The value of money invested can fluctuate and you could get back less than you invest.

If you are comfortable with this, you can open an investment online with the following information:

Your National Insurance Number
Your bank account details

Open an ISA Open a Pension Open a GIA

If you are unsure if investing is for you, a qualified financial adviser may be able to help you make decisions and provide you with guidance. Contact us to arrange a meeting with an expert adviser today.

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Transfer an investment

Transferring an investment to True Potential is straightforward and can be done over the phone or by video call. We will take the time to find out about your long-term goals and personal circumstances, review your current investments, and provide regulated financial advice on any potential transfer.

We will only recommend a transfer where it is suitable and in your best interests.

Before you begin, it’s important to understand that with investing your capital will be at risk. The value of money invested can fluctuate and you could get back less than you invest.

If you are comfortable with this, call our dedicated team on 0191 625 0350 7am to 8pm weekdays or book a call back at a time that suits you and we will handle the rest from there.

It will help to have the following information to hand, but our team will talk you through the process, including gathering any information.

Your National Insurance Number
The name of current investment provider
The policy or account number of your current investment
The estimated value of investment

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Brought to you by True Potential Wealth Management.

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.

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.

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Ready to reach your true potential?

Open an investment

Transfer an investment

Request a call back at a time that suits you.

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