true potential
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.…
Dear all I’m pleased to let you know that the True Potential iPad app has now been updated with a brand new portfolio section. This section closely mirrors the client sites and gives a clean and more comprehensive view of all investments, pensions and other assets. The charts have also been updated to show different views and…
True Potential today announced that it has partnered with SEI (NASDAQ: SEIC) to power its new wrap platform, True Potential Platform and Investment Strategies, through SEI’s Global Wealth Services (GWS). True Potential (TP) is one of the United Kingdom’s fastest-growing IFA service providers, recently named as the top Adviser Software System by Money Marketing. Launched in 2008,…
I thought it worth sharing an internal update note which was sent to all of our clients by one of our compliance team. We’re currently in the middle of some reallly exciting developments (more on these soon) and this is the first announcement of many. Dear all It is with real pleasure that I can announce that…
I thought it worth sharing with you all some of the changes that we have made to our model portfolios for all of our clients this weekend. If you’re interested in finding out more, please do let me or the team know and we’ll be happy to help. Morningstar/Ibbotson has carried out their review of our model…
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
Authority. FSA register number 527444
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
Authority.
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