The possibilities are endless.
Making the transition.
From the moment you decide to join us, to the point where you’re earning fees are only weeks apart. Our transition team is dedicated to switching you across to True Potential Wealth Management quickly and efficiently, minimising any disruption to you and your clients.
Keeping our clients happy.
Here at True Potential Wealth Management, we don’t just look after our financial advisers, we make sure that our clients are at the heart of all we do. Our aim is to provide a fantastic service and long-term home for clients for many years to come.
125,000
clients serviced
98%
retention rate
True Potential Wealth Management serves over 125,000 clients and has a 98% retention rate among centrally advised clients, and a 4.9/5 score on Trustpilot demonstrating that our clients absolutely love us.
simple. effective. unique.
Making the move to True Potential Wealth Management is simple because we manage the transition of your clients and administration for you. It is effective as our Wealth Management Partners receive an exclusive industry leading offer for assets under advice and it is unique because no-one in the industry is offering what we do.
Download our guide
Visit our Head Office.
We’d love for you to join us at our Head Office to learn why so many financial advisers choose to join us and why True Potential Wealth Management could be the best home for you and your clients. Watch our new trailer to see what the day has in store for you should you decide to visit us.
Register your interest today
If you like what you see and would like to arrange a visit to our Head Office, please choose the month that suits you and we’ll handle the rest.