Latest Communications
True Potential wants 200 advisers by end of 2012

January 27 2012 by Daniel Harrison

Money Marketing Sam Macdonald True Potential is looking to increase its national IFA proposition from 15 advisers to 200 by the end of the year. True Potential Private Client Strategies began recruiting this week and the firm says it has seen significant interest from True Potenti…

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Ian McKenna: Adviser software market is splitting in two

January 9 2012 by Daniel Harrison

Ian McKenna Money Marketing Given the opportunity few adviser firms would not like the ability to in some ways emulate Hargreaves Lansdown. Whilst personal financial advice is clearly the cornerstone of most adviser businesses, RDR is going to make it increasingly difficult for fir…

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True Potential offers new share deal to advisers

January 6 2012 by Daniel Harrison

Sam Macdonald Money Marketing True Potential has revealed details of its share plan which will offer advisers an escalating level of shares depending on the amount of assets placed on its Wealth Platform by February 2013, with a 50 per cent share unit uplift on assets placed by Marc…

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True Potential V5
All of your clients in
one place
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Review your commission and audits faster
Clients are added by mobile App or system
A true workflow view via your pipeline system
More compliant means more time for you