True Potential LLP

communication

• Regulation: Is it time to go it alone?

  • Posted: Thursday July 22nd, 2010.
  • Written by: Daniel Harrison

  IFAOnline.co.uk
  Daniel Harrison, senior partner at True Potential, says advisers are moving from national and network propositions to become directly authorised. And he thinks he knows why…
  Applications for direct authorisation with the FSA are soaring. Why? In a word: control. Who controls the client? Although this will differ from one company to [...]

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• True Potential expands service after influx from PosSol

  • Posted: Wednesday July 21st, 2010.
  • Written by: Daniel Harrison

  Citywire
  Alex Steger
  True Potential has expanded its services for advisers going directly authorised after an influx of applications from Positive Solutions advisers.
  The support service provider is using a ‘holding firm’ which advisers can join while awaiting direct authorisation from the Financial Services Authority (FSA), which can take up to six months.
  In June, [...]

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• Daniel Harrison – profile

  • Posted: Thursday July 15th, 2010.
  • Written by: Daniel Harrison

  Money Marketing
  Gregor Watt
  A senior partner at True Potential learnt the business working with his father, IFA stalwart David Harrison, and believes advisers can use technology to continue to serve clients across the wealth spectrum after the RDR Interview by Gregor Watt.
  At only 29 years old, True Potential senior partner Daniel Harrison [...]

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• True Potential enlists clients’ help for popularity

  • Posted: Thursday July 15th, 2010.
  • Written by: Daniel Harrison

  Financial Adviser
  Marc Shoffman
  True Potential has been encouraging its clients to refer other IFAs to its services as it looks to expand.
  It has attracted 600 IFA firms onto its services proposition and has processed more than 300 to direct authorisation status since its establishment in 2007.

  Andy House, marketing manager for Wiltshire-based Harvesting [...]

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• The app of my eye

  • Posted: Wednesday July 7th, 2010.
  • Written by: Daniel Harrison

  Money Marketing
  Ian McKenna
  Two weeks ago, I looked at the fundamental changes being driven by the emergence of consumer-focused technology on the wider world and the potential impact for our industry. It is only natural to follow that assessment with a look at the forthcoming offering from the IFA software provider that [...]

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• True Potential to launch new iPhone and iPad apps

  • Posted: Thursday June 24th, 2010.
  • Written by: Daniel Harrison

  Money Marketing
  Natalie Holt
  True Potential is to launch new versions of its iPhone and iPad applications next month.
  The new applications include real time client valuations and secure access to any data that has been stored online, including historic investment performance, fund choices, emails, and financial services products.
  Users can [...]

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