Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

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True Potential Investments LLP
  • FCA-regulated platform operator, investment manager, and pension operator and administrator
  • Owns the True Potential Wealth Platform
  • Manages own range of True Potential Wealth Strategy Funds and True Potential Portfolios
  • Offers an exclusive range of strategy funds from our partners UBS Asset Management, Goldman Sachs, SEI, Close Brothers, 7IM, Allianz, Schroders and Columbia Threadneedle
  • Owns impulseSave®, a first-of-its kind top-up technology for investments
  • Launched a new auto enrolment solution for employers in 2014
  • Owns True Potential Investor direct-to-consumer investment platform
True Potential Wealth Management LLP
  • FCA-regulated advisory businesses
  • Serve investment clients throughout the UK
  • True Potential Associate Partners works with financial advisers who retain their brand identity but fall under the regulatory control of True Potential Wealth Management
  • There are over 440 financial advisers across the two businesses
True Potential Adviser Services LLP
  • Established in 2007
  • Provides back-office, IT and compliance services to financial advisers
  • Offers convenient and modern technology to help financial advisers do business from anywhere in the world
  • Close to 20% of all UK financial advisers use its business support services
  • Named ‘Best Support Service’ at the 2012, 2013, 2014, 2015 and 2016 Money Marketing Awards
  • Clients are regulated in their own right and responsible for their own compliance

Our History

Oct
2016

We reached the 12 month anniversary since the launch of our True Potential Portfolios

Aug
2016

True Potential and UBS Asset Management join forces to launch innovative multi-asset fund range

July
2016

Released our True Potential Portfolios to all financial advisers.

Apr
2016

Launched our third free personal finance course on FutureLearn

Jan
2016

Added six new funds to the True Potential Wealth Strategy Fund Range.

Oct
2015

Launched our exclusive True Potential Managed Portfolio Series to all advised clients.

Jun
2015

Added four new funds to the True Potential Wealth Strategy Fund Range.

May
2015

Launched True Potential Investor on Apple Watch – the first personal finance Apple Watch app in the UK.

Mar
2015

Launched True Potential One® lifetime planning tool.

Feb
2015

Launched Investment Management Firm and eight Wealth Strategy Funds.

Dec
2014

Introduced our Auto Enrolment proposition to corporate clients.

Nov
2014

Received investment management permissions.

Sep
2014

Demonstrated impulseSave® live on stage at FinovateFall 2014, a leading financial services technology conference. As one of only five UK-headquarted companies at the conference, it was a proud moment for everyone at True Potential.

May
2014

Received permission to administer our TPI Pension in-house.

Mar
2014

Launched online investment service, True Potential Investor. This direct-to-consumer service offers ISAs, GIAs and personal pensions on a non-advised basis to the general public. Much like our client sites, investors can manage their investments online and top up their accounts with impulseSave®.

Mar
2014

Launched impulseSave®, a first-of-its-kind technology that allows investors to add as little as £1 to their existing investments. By offering impulseSave® online and via our tablet and smartphone apps, we empower our clients to top up their investments on-the-go and reach their financial goals.

Nov
2013

Launched the True Potential Centre for the Public Understanding of Finance (or True Potential PUFin for short) in partnership with the Open University Business School. The centre aims to empower the UK public to better understand their personal finances. One of PUFin’s first acts was to develop a series of free online personal finance courses to help the public learn more about their money.

Aug
2013

Undertook our first survey of the UK’s savings habits and uncovered some surprising information. The ‘Savings Gap’ in the UK runs deeper and wider than people think, with many under-prepared for retirement.

Further quarterly surveys have delved deeper into the savings habits of the nation, each producing their set of shocking results.

Apr
2013

Launched V6 technology, which offers financial advisers a holistic view of all client information, available on-the-go with seamless data links and integrated planning tools.

Nov
2011

Launched our Wealth Platform, built entirely in-house, to provide an integrated investment solution for UK financial advisers and their clients.

2007

True Potential Adviser Services established with a management group containing extensive experience of UK advice distribution, investment management and financial services technology.

True Potential LLP Group Board of Directors

Our board of directors is responsible for overseeing the activities of True Potential LLP.

David Harrison

Managing Partner, True Potential LLP

In 1997, David founded financial services firm Positive Solutions and grew the business to the largest in the country, representing 1,900 independent financial advisers (IFAs), with a turnover of £114 million and profits in excess of £1 million a month.

In 2007, David became Managing Partner of Newcastle-based financial services group True Potential LLP, which had a turnover of £56.7 million in 2015 and currently employs over 250 staff and Partners.

David oversees the strategic and key business decision areas for the Group and is a crusader for technological advances in financial services. His vision is to foster a nation of educated savers who set clear targets for their future and use technology to reach their goals.

He also believes in the value of building the right savings habits and accessing investments in a way that suits savers’ lifestyles. This has led to the development of world-first technology such as impulseSave®, which helps savers top-up their investments from anywhere in the world with as little as £1 at a time.

David invests in technology, chiefly by hiring the brightest developers from the three world-class universities on his doorstep. He currently has 24, most of whom joined the company while still students.

He is a regular commentator on the UK’s savings gap crisis and has featured in coverage by the BBC, The Times and The Guardian.

Our Future

We have the drive, ambition and expertise to continue our mission to revolutionise wealth management. We are committed to pushing technology even further to help clients take control of their finances and financial advisers to provide world-class services.

We will always deliver strategies and services that are simple, effective and unique.

Read Our Latest Annual Report