Financial Advisory Services

Services provided by Private Client Strategies

Financial Advisory Services

For private clients throughout the UK who seek to be better informed and empowered to reach their financial goals, we offer a unique approach to wealth management and financial advisory services.

Unlike other financial advisory services firms, we take technology further. Through the use of True Potential’s award-winning systems, we can provide our clients with straightforward and transparent advice in a simple and convenient way.

We make no compromise. We are Beyond Wealth Management.

Key benefits of being a True Potential client:

Our belief is that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered.

Wide range of investment options available to meet your needs.

To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from leading investment managers or we can access investments from the whole of the market to create a bespoke plan that's tailored just for you. In addition, to ensure that your investments are as tax efficient as possible, we can take advantage of the various tax wrappers that are available.

We make it easy for you to control your finances.

Through your own personalised website you can analyse and track all of your accounts with us, along with any legacy assets you hold elsewhere including your bank accounts – all in one convenient location.

Our planning tools ensure your investment goals are realistic.

By correctly understanding your appetite for risk, we can ensure that the goals you set are realistic and the investment strategies recommended are the most suitable. We ascertain your risk profile through a number of methods and display these in a way that is easily understood. We can also interrogate the risk profile of your existing products, to ensure that they are correctly invested and, if not, look at where they would better suit your individual needs.

Our exclusive relationships help you get the best pricing possible.

By partnering with investment experts, the True Potential Group and its companies are able to offer clients lower fees compared to those typically offered to retail investors.

And, by having a plan that you can relate to and the ability to check its progress at any time, you feel even more in control.

Our Wealth Management Process

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1. Understanding your situation

Before any investment strategies can be recommended, we seek to fully understand your situation. We do this prior to and during our first meeting with you.

We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources.

From there, we'll discuss your goals and aspirations as well as your attitude to risk. What we learn from you will form the foundation for our future analysis and recommendations.

By taking the time to really get to know you and what's important to you, we can deliver better outcomes. We think this approach not only makes sense but is often an important first step overlooked by many.

2. Analysis and design of your strategy

After we have gathered all the necessary details from you, we'll turn our attention to analysing this information.

We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives.

We believe that a critical part of design is ensuring there is a match between your goals, aspirations, attitude to risk and the eventual asset allocation of your investment plan.

Once we have completed our analysis, we'll design a recommended strategy, or series of strategies, using the most appropriate investment options from our universe.

As part of this, we'll also take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK. Wherever possible, this is carried out on the True Potential Wealth Platform, thus ensuring a better choice of investments, tax wrappers and value.

3. Presentation of your recommendation

We start from the premise that there's no point in recommending a strategy that we can't explain easily or that our clients won't understand.

So we will always present our recommendations in a simple and straight- forward way. You will also get a written explanation of all our recommendations in a language that's designed to be understood. These recommendations can be provided to you by email or hard copy, whichever format you prefer.

We will store a copy of our recommendations, supporting information and any other important documents you provide on a personal and secure website that you can revisit whenever you like.

4. Ongoing service and information

As a client of True Potential, you are supported and empowered 24 hours a day, 7 days a week.

You will be able to view your investments and track their progress against your goals on your personal website. Everything will be transparent to you.

If you want to make any adjustments or if your personal situation changes, you can use the secure messaging system on your site to reach your adviser.

Alternatively, you can reach our True Potential team by phone or in writing.

Response is quick, and knowledgeable, because we are seeing the same information as you are.

We can also offer you face-to-face, phone or webinar meetings when required. These can be arranged at a time, location and frequency that best suit your needs.

For more information about our innovative approach to wealth management, please contact your nearest True Potential adviser.

The value of your investment can fall as well as rise and you may not get back the full amount invested. The value of tax benefits depend on your individual circumstance and all tax rules may be subject to future. If you have any doubts about the suitability of this investment, please consult your financial adviser.

True Potential Wealth Management LLP registered in England and Wales as a Limited Liability Partnership No OC356611. Authorised and regulated by the Financial Conduct Authority. FSR number 529810.

True Potential Associate Partners Ltd authorised and regulated by the Financial Conduct Authority. FSR number 577443.