We’re delighted to announce that our exciting week for awards recognition continues today with the Professional Adviser Awards 2015 shortlist. This news comes just days after being shortlisted for two categories at the FStech Awards 2015.
The Professional Adviser Awards aim to recognise and reward excellence in the financial services industry. True Potential has been shortlisted in two categories at the 2015 Awards.
Best D2C Platform
We’re proud to have received our first award nomination for our online investment service, True Potential Investor. Launched in March, the service bridges the gap between advised and self-directed investments.
Clients of True Potential Investor can set a goal for their investment and choose to invest in a range of risk-based strategy funds from world-class providers such as Goldman Sachs, 7IM, Schroders, SEI, Allianz and Close Brothers.
Once they have set up a goal, clients can track their progress 24/7 across a range of devices, and via our iOS and Android apps, as well as by Android Wear smartwatch. Clients can then use our first-of-its-kind impulseSave® feature to top-up their investments from just £1 whenever and wherever they like.
By setting goals, monitoring their investments and closing any gaps to their goals, True Potential Investor clients are making great progress towards their financial dreams.
Best Platform for Restricted Advisers
We’ve also been shortlisted as ‘Best Platform for Restricted Advisers’ at the Awards. This is further recognition of the way we are using technology to revolutionise Wealth Management in the UK through our advisory businesses – True Potential Wealth Management and True Potential Associate Partners – as well as the 1 in 5 UK Financial Advisers we provide technology and support services to.
The awards are held in London on 12th February 2015. For more information about the Professional Adviser Awards, visit www.professionaladviser.co.uk/awards.
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.
impulseSave® is a registered trademark of True Potential Investments LLP