We believe that two of the main problems people have with the way investment usually works are a lack of modern solutions and a lack of agility in financial services.

Our client sites solve both of these issues. You can organise and track your investments conveniently online, and get in touch with your financial adviser in an instant.

Client sites are available to our clients through our financial advisory services and investment advisory services, as well as through over 700 directly authorised firms we work with.

It’s all part of our vision to use technology to go ‘beyond wealth management’ and deliver a ‘client first’ experience.

Here's How Your Client Site Works

Your personal client site gives you an unrivalled insight into your personal finances, your financial goals and how your investments are performing.

Within your client site you can:

View your Portfolio Details

View Your Portfolio Details

  • View the policies and plans we hold for you
  • Get a valuation of your portfolio
  • Analyse each plan for performance, asset allocation and attitude to risk

Organise and Track Your Finances

  • Track your investment's performance over time
  • Link up your bank accounts and credit cards for a consolidated view of your finances in one convenient location
  • Analyse and track your spending habits across multiple accounts
  • Plan your retirement spending with True Potential One®

Top-up Your Investments With impulseSave®

  • Add to your existing ISAs, TPI Pension or General Investment Accounts with our first-of-its-kind impulseSave® technology
  • Top-up from £1 via online or via our iOS and Android apps
  • Use our ‘Max My ISA’ feature to invest your remaining ISA allowance with the touch of a button

Store and View Your Important Documents

  • Store your documents in a protected and encrypted location
  • View your policy documents online at any time
  • Securely share documents with your financial adviser

Securely Contact Your Financial Adviser

  • Get in touch with your financial adviser directly from your client site
  • Send and receive secure messages only you and your financial adviser can access
  • Securely send important and sensitive documents directly to your financial adviser

Manage Your Personal Details

  • View all the personal details we have recorded for you
  • Edit and update your information as needed

Accessing Your Client Site

We’ve made accessing your client site as simple and straightforward as possible. We believe in empowering you to take control of your finances and your financial adviser is always available to help you if you need it.

You can access your client site online at any time. Our responsive design means your site works on any size screen you like to use, from your home computer to a Smart TV.

You can also get the benefits of your client site via our native apps for tablets and smartphones:

Explore Client SItes

Ready to Take Control?

If you’d like more control of your finances, speak to your financial adviser about our personal client sites or get in touch with your local True Potential financial adviser.

Find Your Local Financial Adviser

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority. FRN No. 527444. www.fca.org.uk Registered in England and Wales as a Limited Liability Partnership No. OC356027.