We’re delighted to announce that we took top prize in the ‘Best D2C Platform’ and were highly commended in the ‘Best Platform for Restricted Advisers’ at last night’s Professional Adviser Awards 2015.
The annual awards aim to recognise and reward excellence in the financial services industry. We were thrilled to be shortlisted for both awards and are extremely proud of the results.
Best D2C Platform
This was out first awards shortlisting for True Potential Investor, so we’re especially delighted to win. Launched in March 2014, the service bridges the gap between advised and self-directed investments.
Through this online investment service, clients can set financial goals, invest in a carefully constructed range of funds from world-class managers, track their progress 24/7 via the web and mobile devices and even top up their investments on-the-go with our world-first impulseSave® technology.
True Potential Investor is designed to change the way people save and invest and this win shows we’re on the right track.
To find out more, visit www.tpinvestor.com
Best Platform for Restricted Advisers
We are also proud to be highly commended in the ‘Best Platform for Restricted Advisers’ category.
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.
The True Potential Wealth Platform focuses on finding innovative ways to support financial advisers.
Like everything we build at True Potential, our Platform is simple to use and offers an effective way to run a business with unique features that make the difference.
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