True Potential Wealth Management is part of the successful True Potential group of companies and offers wealth management services to private clients, trustees and businesses throughout the UK. We have corporate offices in London and Newcastle upon Tyne.
Simply the Best
Our first award of 2022 came at the City of London Wealth Management Awards in March, where we are delighted to announce that we are the proud winners of ‘Best Online/ Mobile Access’.
We’re proud to have won three awards at the UK Platform Awards 2022. We are delighted to have topped the vote for Best Platform Service, Best Platform Provider and Leading Adviser Business.
Our success continued at the Money Marketing Awards, where we secured a further two awards being named the Best SIPP Provider, and the Best Support Service Provider.
We were named named the Best SIPP Provider, and the Best Support Service Provider at the Money Marketing Awards 2022.
We’re proud to win three awards at the UK Platform Awards 2022, winning Best Platform Service, Best Platform Provider and Leading Adviser Business.
We published our 2021 Annual Report which showcases the results of our best ever year doing business.
You can download the report here.
We have been named the ‘Best Online/Mobile Access‘ at the City of London Wealth Management Awards 2022.
You can read about our trip here.
We introduced seven new Wealth Strategy Funds with two new investment partners, Pictet and Waverton Asset Management, and one existing partner, UBS, that formed part of the True Potential Portfolios.
We raised close to £400,000 for various charities in partnership with The Harrison Foundation throughout 2021.
We surpassed £20 billion of client assets on the True Potential Platform.
100,000th investor in the True Potential Portfolios.
True Potential Investments were named ‘Best SIPP Provider’ at the Money Marketing Awards 2021. Praising our support throughout lockdown, technology advances, and service to advisers and clients.
Published our 2020 Annual Report which showcases the results of our best ever year.
You can download the report here.
We have been named the ‘Best Fund Platform‘ at the City of London Wealth Management Awards 2021.
We were also highly commended in both ‘Best Market Newsletter’ and ‘Online/Mobile Access’ categories which is a huge first time achievement for us.
True Potential Investor has been named ‘Best for Digital ISAs‘ in the ‘Best Buys 2021 Awards’ by Boring Money.
True Potential finished top of the Next Wealth Platform Leader Board and were named a ‘Digital Process Champion’.
True Potential Adviser Services were awarded 5 stars in the Back Office and Support Servicescategory at the Financial Adviser Service Awards 2020.
True Potential is one of the first businesses to sign the C-19 Business Pledge, a national initiative to tackle the effects of the coronavirus. It was co-founded by our Chairman, David Harrison.
True Potential passed the £10 billion mark for assets on our True Potential Platform.
True Potential won the ‘Best Use Of Technology’ award at the Schroders UK Platform Awards 2019, celebrating achievement in platforms and technology.
True Potential have been named as the National Winner of the Chairman’s Selection Award 2019 at the European Business awards.
True Potential sponsor the World Transplant Games
True Potential win our third European Business Award ‘Ones to Watch’, following on from The European Public Vote 2017/18 award, and being named European Business of The Year in 2016/17.
True Potential Portfolios power through the £6 billion barrier
True Potential Wealth Management has been voted the nation’s most popular advice firm, according to VouchedFor.
We had 8.2 Billion held on the platform
True Potential Portfolios Soar Through £3 Billion Barrier
True Potential Platform Exceeds £6 Billion
True Potential Wins Best Support Service for Sixth Year Running
True Potential Wins European Business of the Year Award
Launch of True Potential Protection
True Potential Wins the Guardian’s Business Partnership Award
True Potential Wins the Online Technology Provider of the Year Award
£2 billion invested in our True Potential Portfolios
Deloitte Fast 500 for Fourth Year Running
Deloitte Fast 50 for Third Year Running
We reached the 12 month anniversary since the launch of our True Potential Portfolios
True True Potential and UBS Asset Management join forces to launch innovative multi-asset fund range
Released our True Potential Portfolios to all financial advisers.
Launched our third free personal finance course on FutureLearn
Added six new funds to the True Potential Wealth Strategy Fund Range.
Launched Managed Portfolio Series.
Added four new funds to the True Potential Wealth Strategy Fund Range.
Launched True Potential One® lifetime planning tool.
Launched Investment Management Firm and eight Wealth Strategy Funds.
Introduced our Auto Enrolment proposition to corporate clients.
The True Potential LLP group is administrators of more than £67 billion in client assets.
Received investment management permissions.
Demonstrated impulseSave® live on stage at FinovateFall 2014, a leading financial services technology conference. As one of only five UK-headquarted companies at the conference, it was a proud moment for everyone at True Potential.
Received permission to administer our TPI Pension in-house.
Launched impulseSave®, a first-of-its-kind technology that allows investors to add as little as £1 to their existing investments. By offering impulseSave® online and via our tablet and smartphone apps, we empower our clients to top-up their investments on-the-go and reach their financial goals.
Launched the True Potential Centre for the Public Understanding of Finance (or True Potential PUFin for short) in partnership with the Open University Business School. The centre aims to empower the UK public to better understand their personal finances. One of PUFin’s first acts was to develop a series of free online personal finance courses to help the public learn more about their money.
Undertook our first survey of the UK’s savings habits and uncovered some surprising information. The ‘Savings Gap’ in the UK runs deeper and wider than people think, with many under-prepared for retirement.
Further quarterly surveys have delved deeper into the savings habits of the nation, each producing their set of shocking results.
Launched V6 technology, which offers financial advisers a holistic view of all client information, available on-the-go with seamless data links and integrated planning tools.
Launched our Wealth Platform, built entirely in-house, to provide an integrated investment solution for UK financial advisers and their clients.
True Potential Adviser Services established with a management group containing extensive experience of UK advice distribution, investment management and financial services technology.