true potential
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…
IFAOnline Nicola Brittain Financial services and platform provider True Potential has made a lifestyle planning tool available to its 4,000 IFA users. The tool provides information on a client’s financial history, current and potential future net worth as well as assessing their financial outlook, and is provided as part of the True Potential package with no extra…
Our mobile applications have recently been featured in a piece by IFA Magazine. Setting the scene for what an IFA expects and should look for, the article is well worth a look if you’re interested in this area of technology and client servicing. Some excerpts regarding us are as follows: “True Potential have what is widely regarded…
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…
Money Marketing Sam Macdonald True Potential has added Royal London 360’s offshore bond to its Wealth Platform. It says the Isle of Man-based offshore life firm’s bond is available to all of its 4,000 IFAs. In July, TP added its first offshore bond to the platform, with Canada Life’s international premier alpha reserve account investment product. 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
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.
Copyright © 2012 True Potential LLP. All Rights Reserved.