true potential

True Potential celebrates two milestones

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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Spotlight on RDR: Why technology is crucial

Managing Partner David Harrison recently met with New Model Adviser’s Alex Steger to discuss investment platforms, the RDR and technology. To watch the video you can access by going to the link direct: http://www.citywire.co.uk/new-model-adviser/spotlight-on-rdr-why-technology-is-crucial/a490095

New regulator must stimulate savings

Money Marketing True Potential’s David Harrison gets behind MM’s Pave The Way to Save campaign with a call for a change in regulatory focus. Without getting into a political debate, the Labour years stood for borrowing, at both a national and personal level. This filtered into all areas of society, including the way that regulation was formulated…

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Nationals accused of RDR scare tactics

Tracey Scott, Money Marketing Networks and nationals are using the retail distribution review as a scare tactic to get IFAs to join them, says True Potential managing partner David Harrison. He describes recent commentary from networks and national IFAs as “propaganda” and he argues that many firms are using the planned reforms to their own ends. Networks…

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Stop supporting unprofitable IFA firms

They say one of the signs that doctors look for when trying to diagnose insanity is someone repeating the same mistakes over and over again.