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 [...]
Money Marketing
By Stephanie Doctrow
True Potential has poached 2Plan Wealth Management’s recruitment director Miles Thurston.
Thurston has been with 2Plan since it launched in 2007 after Chris Smallwood and a number of others broke away from Positive Solutions to set up their own national firm.
True Potential is run by former PosSol founder David Harrison [...]
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