Annual Report 2021.

Enter your email to download the report and we'll also send you our regular newsletter.
We don't share your information with third parties and you can unsubscribe at any time.

What's inside?

Putting clients first.

In 2021, our 'Hybrid Advice' model helped over 106,000 clients do more with their money. By offering the very best of personal financial advice with award-winning technology, our clients have 24/7 access to their investments and support whenever they need us.

Supporting financial advisers.

Our award-winning Financial Adviser Services team look after the 5,000+ financial advisers who use our services and technology to run their businesses. With a record year for recruitment, the team handled more queries, support requests and onboarding training than ever before.

Community impact.

We have always believed in using our success to help others, not only the financial advisers and clients we look after but the wider community around us too. Our goal is to help people 'do more' with their lives – by offering opportunities to those who may not otherwise find them.

2021 highlights.

We welcomed our 100,000th True Potential Portfolio client.

5.4 million client logins through website and app.

£17.3 billion total portfolio assets in 2021.

106,000 clients now benefit from Hybrid Advice.

£206 million total value of impulseSave® top ups.

Over 1 million people use True Potential technology.

Watch our review of 2021.

Download our full annual report today!

Enter your email to download the report and we'll also send you our regular newsletter.
We don't share your information with third parties and you can unsubscribe at any time.