Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

True Potential Investments LLP
  • FCA-regulated platform operator, investment manager, and pension operator and administrator
  • Owns the True Potential Wealth Platform
  • Manages own range of True Potential Wealth Strategy Funds and True Potential Portfolios
  • Offers an exclusive range of strategy funds from our partners UBS Asset Management, Goldman Sachs, SEI, Close Brothers, 7IM, Allianz, Schroders, Columbia Threadneedle, Waverton and Pictet
  • Owns impulseSave®, a first-of-its kind top-up technology for investments
  • Launched a new auto enrolment solution for employers in 2014
  • Owns True Potential Investor direct-to-consumer investment platform
True Potential Wealth Management LLP
  • FCA-regulated advisory businesses
  • Serve investment clients throughout the UK
  • There are over 1,000 financial advisers across the two businesses
True Potential Adviser Services LLP
  • Established in 2007
  • Provides back-office, IT and compliance services to financial advisers
  • Offers convenient and modern technology to help financial advisers do business from anywhere in the world
  • Close to 20% of all UK financial advisers use its business support services
  • Named ‘Best Support Service’ at the 2012, 2013, 2014, 2015 and 2016 Money Marketing Awards
  • Clients are regulated in their own right and responsible for their own compliance

Our History

Sept
2022

We were named named the Best SIPP Provider, and the Best Support Service Provider at the Money Marketing Awards 2022.

Sept
2022

We’re proud to win three awards at the UK Platform Awards 2022, winning Best Platform Service, Best Platform Provider and Leading Adviser Business.

May
2022

We published our 2021 Annual Report which showcases the results of our best ever year doing business.

You can download the report here.

Mar
2022

We have been named the ‘Best Online/Mobile Access‘ at the City of London Wealth Management Awards 2022.

You can read about our trip here

Feb
2022

We introduced seven new Wealth Strategy Funds with two new investment partners, Pictet and Waverton Asset Management, and one existing partner, UBS, that formed part of the True Potential Portfolios.

Dec
2021

We raised close to £400,000 for various charities in partnership with The Harrison Foundation throughout 2021.

Nov
2021

We surpassed £20 billion of client assets on the True Potential Platform.

Sept
2021

100,000th investor in the True Potential Portfolios.

Sept
2021

True Potential Investments were named ‘Best SIPP Provider’ at the Money Marketing Awards 2021. Praising our support throughout lockdown, technology advances, and service to advisers and clients.

Mar
2021

Published our 2020 Annual Report which showcases the results of our best ever year.

You can download the report here.

Feb
2021

We have been named the ‘Best Fund Platform‘ at the City of London Wealth Management Awards 2021.

We were also highly commended in both ‘Best Market Newsletter’ and ‘Online/Mobile Access’ categories which is a huge first time achievement for us.

Feb
2021

True Potential Investor has been named ‘Best for Digital ISAs‘ in the ‘Best Buys 2021 Awards’ by Boring Money. 

Nov
2020

True Potential finished top of the Next Wealth Platform Leader Board and were named a ‘Digital Process Champion’.

Nov
2020

True Potential Adviser Services were awarded 5 stars in the Back Office and Support Services category at the Financial Adviser Service Awards 2020.

 

Mar
2020

True Potential is one of the first businesses to sign the C-19 Business Pledge, a national initiative to tackle the effects of the coronavirus. It was co-founded by our Chairman, David Harrison.

Nov
2019

True Potential passed the £10 billion mark for assets on our True Potential Platform.

Sept
2019

True Potential won the ‘Best Use Of Technology’ award at the Schroders UK Platform Awards 2019, celebrating achievement in platforms and technology.

Sept
2019

True Potential have been named as the National Winner of the Chairman’s Selection Award 2019 at the European Business awards.

Aug
2019

True Potential sponsor the World Transplant Games

Aug
2019

True Potential win our third European Business Award ‘Ones to Watch’,  following on from The European Public Vote 2017/18 award, and being named European Business of The Year in 2016/17.

Apr
2019

True Potential Portfolios power through the £6 billion barrier

Feb
2019

True Potential Wealth Management has been voted the nation’s most popular advice firm, according to VouchedFor.

Jan
2018

We had 8.2 Billion held on the platform

Oct
2018

Launched enhanced True Potential Platform

Oct
2018

A million workers across the UK now covered by the Social Mobility Pledge

Sep
2018

Best Platform Provider (AUM under £25bn)’ at the Schroders UK Platform Awards for the second year running.

Aug
2018

Most Innovative Financial Services Group at the 2018 UK Enterprise Awards.

May
2018

Became the first company to win two European Business Awards at the 2017/2018 event held in Warsaw. This time we were awarded ‘European Public Vote’.

Apr
2018

Introduced live two-way video chat for clients.

Feb
2018

Won ‘Best Platform for Innovation’ at the Platform Awards. Also, we were highly commended for Best Advisor Platform under £10bn.

Oct
2017

Became double award winners at the Money Age awards, with True Potential LLP winning Innovation in Consumer Finance Award.

Sep
2017

Named winners of Best Platform Provider at the Schroders UK Platform Awards.

Aug
2017

True Potential Portfolios Soar Through £3 Billion Barrier

Aug
2017

True Potential Platform Exceeds £6 Billion

Jul
2017

True Potential Wins Best Use of Technology by an Adviser for Fifth Year Running

Jul
2017

True Potential Wins Best Support Service for Sixth Year Running

May
2017

Apr
2017

Launch of True Potential Protection

Mar
2017

True Potential Wins the Guardian’s Business Partnership Award

Mar
2017

Mar
2017

£2 billion invested in our True Potential Portfolios

Dec
2016

Deloitte Fast 500 for Fourth Year Running

Nov
2016

Deloitte Fast 50 for Third Year Running

Nov
2016

True Potential Given Pensions Regulator Backing for Auto Enrolment Service

Oct
2016

We reached the 12 month anniversary since the launch of our True Potential Portfolios

Aug
2016

True Potential and UBS Asset Management join forces to launch innovative multi-asset fund range

July
2016

Released our True Potential Portfolios to all financial advisers.

Apr
2016

Launched our third free personal finance course on FutureLearn

Jan
2016

Added six new funds to the True Potential Wealth Strategy Fund Range.

Oct
2015

Launched our exclusive True Potential Managed Portfolio Series to all advised clients.

Jun
2015

Added four new funds to the True Potential Wealth Strategy Fund Range.

May
2015

Launched True Potential Investor on Apple Watch – the first personal finance Apple Watch app in the UK.

Mar
2015

Launched True Potential One® lifetime planning tool.

Feb
2015

Launched Investment Management Firm and eight Wealth Strategy Funds.

Dec
2014

Introduced our Auto Enrolment proposition to corporate clients.

Nov
2014

Received investment management permissions.

Sep
2014

Demonstrated impulseSave® live on stage at FinovateFall 2014, a leading financial services technology conference. As one of only five UK-headquarted companies at the conference, it was a proud moment for everyone at True Potential.

May
2014

Received permission to administer our TPI Pension in-house.

Mar
2014

Launched online investment service, True Potential Investor. This direct-to-consumer service offers ISAs, GIAs and personal pensions on a non-advised basis to the general public. Much like our client sites, investors can manage their investments online and top up their accounts with impulseSave®.

Mar
2014

Launched impulseSave®, a first-of-its-kind technology that allows investors to add as little as £1 to their existing investments. By offering impulseSave® online and via our tablet and smartphone apps, we empower our clients to top up their investments on-the-go and reach their financial goals.

Nov
2013

Launched the True Potential Centre for the Public Understanding of Finance (or True Potential PUFin for short) in partnership with the Open University Business School. The centre aims to empower the UK public to better understand their personal finances. One of PUFin’s first acts was to develop a series of free online personal finance courses to help the public learn more about their money.

Aug
2013

Undertook our first survey of the UK’s savings habits and uncovered some surprising information. The ‘Savings Gap’ in the UK runs deeper and wider than people think, with many under-prepared for retirement.

Further quarterly surveys have delved deeper into the savings habits of the nation, each producing their set of shocking results.

Apr
2013

Launched V6 technology, which offers financial advisers a holistic view of all client information, available on-the-go with seamless data links and integrated planning tools.

Nov
2011

Launched our Wealth Platform, built entirely in-house, to provide an integrated investment solution for UK financial advisers and their clients.

2007

True Potential Adviser Services established with a management group containing extensive experience of UK advice distribution, investment management and financial services technology.

True Potential LLP Group Board of Directors

Our board of directors is responsible for overseeing the activities of True Potential LLP.

David Harrison

Chairman & Managing Partner, True Potential LLP

In 1997, David founded financial services firm Positive Solutions and grew the business to the largest in the country, representing 1,900 independent financial advisers (IFAs), with a turnover of £114 million and profits in excess of £1 million a month.

In 2007, David became Managing Partner of Newcastle-based financial services group True Potential LLP, which had a turnover of £67 million in 2020 and currently employs over 300 staff and Partners.

David oversees the strategic and key business decision areas for the Group and is a crusader for technological advances in financial services. His vision is to foster a nation of educated savers who set clear targets for their future and use technology to reach their goals.

He also believes in the value of building the right savings habits and accessing investments in a way that suits savers’ lifestyles. This has led to the development of world-first technology such as impulseSave®, which helps savers top-up their investments from anywhere in the world with as little as £1 at a time.

David invests in technology, chiefly by hiring the brightest developers from the three world-class universities on his doorstep.

He is a regular commentator on the UK’s savings gap crisis and has featured in coverage by the BBC, The Times and The Guardian.

 

David also co-founded the Harrison Foundation and the C-19 Pledge.

Annual Report 2022

Read Our Latest Annual Report