Financial Advisory Services

We continually search for better value and choice, and are agile enough to respond to opportunities quickly. As a result, our clients become better informed, confident and empowered to reach their financial goals.

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

We make no compromise. We are Beyond Wealth Management.

Why True Potential?

We believe that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered to take control of your finances. Our mission is to revolutionise wealth management in the UK.

Plan Your Investment Goals

Our goals-based approach takes account of your personal goals, timeframes to achieve these goals, and the level of risk you wish to take. We then blend all of this information to create your personal strategy and roadmap.

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 determine your risk profile through a number of methods and display these in a way you can understand.

We can also analyse the risk profile of your existing products to ensure that they meet your current attitude to risk. If they don’t, we can find more appropriate investments for your needs.

Plus, planning for accumulation and drawdown is easy, thanks to our unique True Potential One®, lifestyle planning tool.

Our Wealth Management Process

We believe that the biggest risk our clients face is the risk of not hitting their goals. For us, setting a goal is the single-most important step in creating your financial plan. That’s why your True Potential Partner will take the time to uncover the real reasons why you are saving and investing and produce a plan that meets your needs.

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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.

Why We’re Beyond Wealth Management

As one of the UK’s most innovative financial services organisations, we believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to customers for years to come.

Modern times call for a modern approach and that’s what we deliver, all in one place.

Unique in the UK and exclusive to clients of True Potential, our client sites allow you to view all your investments and bank accounts in one place, whenever and wherever you choose. You can access your client site 24/7 online, or via our range of tablet and smartphone apps.

Explore Our Client Sites

Our True Potential Wealth Management Partners are always happy to talk to you about any aspect of our wealth management process and how they can help you with your personal finances.

Best of all, we have financial advisers all over the UK, so you can meet your local True Potential Wealth Management Partner face-to-face.

Find Your Local Financial Adviser

Related Resources

impulseSave®

True Potential One®

The Power of Investing at your Fingertips

The Science of Advanced Investing: True Potential Portfolios

The ‘Beyond Wealth Management’ service is specifically designed for clients wishing to access their financial affairs online.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FRN No. 529810. www.fca.org.uk Registered in England and Wales as a Limited Liability Partnership No. OC356611.