We’re excited to announce that we’ve been shortlisted in four categories at the Money Marketing Financial Services Awards 2015. For 25 years, the awards have recognised the very best financial services providers, with a focus on providing excellent outcomes for customers.
Adviser Firm of the Year
True Potential Wealth Management is shortlisted in this category, which recognises the best overall Adviser Firm. We were runner-up last year and are determined to go one better in 2015.
Best Use of Technology by an Adviser
We were delighted when True Potential Wealth Management took home the top award in this category last year. We believe that modern times call for a modern way of working and our technology-driven approach is helping our financial advisers deliver a Beyond Wealth Management service to clients.
Best Professional Development Award
This is a new shortlisting for True Potential Wealth Management. The award is for the firm that can best demonstrate how it has improved its professional development to improve the service given to clients.
Best Support Service
For the last three years, True Potential Advisers Services have been proud winners of this award, which recognises the quality of support that we provide to our adviser firms.
Our integrated business support service combines access to the award-winning True Potential Wealth Platform, market-leading technology, compliance advice and a highly scalable administration solution.
The awards are held in London on 18th June 2015. For more information about the Money Marketing Awards, visit www.moneymarketingawards.co.uk