true potential
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 Potential support service members. The company was originally set up as EWG…
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 firms to help investors with modest financial resources. Equally most advisers would welcome the…
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 March 20, 2012. Previously, firms received a standard 10,000…
Money Marketing Sam Macdonald True Potential has added Royal London 360’s offshore bond to its Wealth Platform. It says the Isle of Man-based offshore life firm’s bond is available to all of its 4,000 IFAs. In July, TP added its first offshore bond to the platform, with Canada Life’s international premier alpha reserve account investment product. The…
Deborah Benn International Investment IFAs and their clients now have access to a Royal London 360° offshore bond via the True Potential Wealth Platform. The Isle of Man-based offshore life company has joined forces with the national wealth platform, True Potential Wealth Platform, which provides around 4,000 UK IFAs with a range of products and tools by…
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True Potential Private Client Strategies is authorised and regulated by the Financial Services Authority. FSA
register number 529810 True Potential IFA Services Strategies is not authorised by the Financial Services
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