true potential
Nicola Brittain IFA Online Former Positive Solutions recruitment and sales director Mike Edwards has joined network True Potential as a partner. Edwards will work closely with the senior team to advise on strategy and distribution. Managing partner David Harrison said: “It is great to be working with Mike again. As someone who has worked closely with distribution…
Amanda Smith Money Marketing True Potential has recently added two types of discretionary funds to its platform, enabling it to cater for advisers who want varying degrees of involvement when they outsource their clients’ investment portfolios. The platform has added London & Capital’s 10 risk-graded growth-oriented managed portfolios and its two income portfolios to its range, along…
It is with great pleasure that I write to celebrate two significant dates for True Potential. Firstly, True Potential LLP is now five years old. Initially built to provide directly regulated financial advisers with technology and administrative support services, we have ‘been live’ with our first client since January 2008 and have evolved our offer substantially throughout.…
Money Marketing Sam Macdonald True Potential has reported pre-tax profits of £2.3m for 2011, an increase of 77 per cent compared to £1.3m in 2010. The support services firm increased its turnover by 31 per cent from £4.1m in 2010 to £5.8m the previous year. The firm’s Wealth Platform, which launched in March 2011, posted a pre-tax…
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…
True Potential LLP. Registered Head Office: Waterfront 4, Newburn Riverside, Newcastle upon Tyne, NE15 8NY
Tel: +44 (0) 871 700 0007 Email: enquiries@tpllp.com Web: www.tpllp.com
True Potential Platform & Investment Strategies is authorised and regulated by the Financial Services
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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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