True Potential shortlisted for award hat trick at the UK Platform Awards 2013

We are pleased to announce that True Potential Wealth Platform has been shortlisted for three awards at the UK Platform Awards 2013, including the Leading Innovation, Best Platform for Adviser Service and Leading Integrated Planning Tool Provider categories. The ceremony will take place in London on 8 October 2013.

Having been awarded with the Best New Platform Award for our Single Integrated Wealth Platform in 2012, it is great to be in the running for this year’s awards.

The Leading Innovation Award recognises the most innovative new product available to advisers or consumers who employ investment platforms. As many of you already know, our Wealth Platform is engineered with the future in mind – delivering innovation, choice, control and value – all in one location.

The Best Platform for Adviser Service Award will give credit to an RDR-ready business. The advisers that make up True Potential Wealth Management use our investment platform to provide clients with straightforward and transparent advice in a fully compliant and modern way.

Our Wealth Platform also includes integrated planning tools powered by Morningstar, which helps our adviser clients assess suitability – through attitude to risk, lifestyle planning, investment goals and bespoke asset allocation. We are therefore delighted to have been shortlisted alongside Morningstar for the Leading Integrated Planning Tool Provider Award.

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