‘ Latest News ’

Positive Solutions director joins True Potential as partner

Posted on Tue 01 May 2012 | No Comments

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…

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True Potential win ‘Best Support Service’

Posted on Fri 23 Mar 2012 | No Comments

Dear all I’m pleased to report that True Potential are winners of the Money Marketing Awards ‘Best Support Service’. Presented to us at the Grosvenor Hotel, London the Money Marketing Awards are the most prestigious of their kind in the industry and we are incredibly proud to have won this category. This award follows on from last…

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True Potential adds L&C portfolios to platform

Posted on Thu 22 Mar 2012 | No Comments

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…

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True Potential celebrates two milestones

Posted on Wed 21 Mar 2012 | No Comments

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.…

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True Potential iPad app; new portfolio section

Posted on Mon 12 Mar 2012 | No Comments

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…

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