about us
We see an infrastructure that increases your productivity and reduces your overheads.
The team behind True Potential understand what it takes to make financial services distribution work. Winning more than 10 industry and national awards, mainly for the use of technology, we grew Positive Solutions into the largest and most profitable IFA in the UK. It is this expertise and track record which helped us form the ethos of True Potential; building a commodity for the industry which is designed by the industry
We see the potential in the industry, we see the possibilities for your business using our services, we see a high specification technology solution that works in a compliant fashion to offer you a simple, effective and unique end to end process. We see an infrastructure that increases your productivity and reduces your overheads. We see you spending less time filling in paperwork and more time advising your clients, dealing with them in revolutionary ways. We see you building and running your business the way you want to.
True Potential has 6 core principles to our model. This is what they mean to you:
- Most of the value created is through the process of giving advice.
- Most activities do not add value for the client.
- Value can be added through focussing advisers on added value activities.
- Whoever advises the client should be responsible for that advice.
- Economies of scale can be utilised for the benefit of clients and advisers.
- The value in a firm comes from its clients' assets or premiums, and little else.