Manage Cookie Preferences

To understand how people use our site and improve your experience on our website, we use cookies. Please choose which types of cookies you’re happy with – you can change your selection at any time. To learn more, read our Cookie Policy.

Strictly necessary cookies.

Always active

These are cookies that are essential in providing specific services you have requested from us. For example: Remembering information, you have entered on online application forms when you navigate to different pages in a single web browsing session.

Analytical or performance cookies.

These improve our website by collecting information about how you use our website. For example: Understanding what interests our users so that we can deliver the content and level of service you expect from us.

Functionality cookies.

Always active

These are used to recognise you when you return to our website. These enable us to remember your preferences. It is not currently possible to turn these cookies off.

Targeting cookies.

These cookies are used to understand how you use our website and to provide you with more relevant advertising and promotions as well as help measure the effectiveness. We may also share this information with third parties for this purpose.

Back to main site

Our clients are at the heart of all we do.

If you choose to join True Potential Wealth Management, we make sure that your clients benefit from a fantastic service and long-term home for many years to come.

How we look after our clients.

Continue watching.

To watch our video and find out how we look after our clients, please complete the form below.

* Indicates required fields

Ready to find out more?

If you would like to speak to a member of our team about True Potential Wealth Management and your options as a Wealth Management Partner, click the button below and we will be in touch.

Communication
Find out more
  • 97% retention rate*
  • Rated Excellent TrustPilot
  • £30 billion invested

*of over 70,000 centrally advised clients.

Trustpilot

Expert advice.

True Potential Wealth Management provides a more personal approach to money management; clients can speak to a financial adviser whenever needed.

Find out more

Dedicated support.

Last year we handled 105,249 phone calls, answering on average within 55 seconds. Whether by phone, email, live chat, secure message or video call, our Relationship Management Team are always on hand to answer any client questions.

Find out more

Award-winning technology.

Clients can check their investments 24/7 and top up anytime from just £1, with over £789million of top ups with our unique impulseSave® feature since launch. We also offer True Potential Rewards, which enables clients to earn free cashback from over 4,000 retailers.

In 2023 alone we saw over 8 million logins with 6 million of those on mobile, meaning True Potential is part of our clients’ everyday lives.

Find out more

Digital Annual Suitability Reviews.

Our clients completed 97,000 fully digital Annual Suitability Reviews in 2023, allowing Wealth Management Partners to provide high-quality financial advice to clients who need it most and saving an estimated 10,000 hours of administrative work.

Inter-generational advice.

We help clients plan for the next generation. Over 44,000 clients have named at least one beneficiary, helping ensure their money passes efficiently after their death, which covers over £7 billion of hard-earned retirement savings.

Ready to find out more?

* Indicates required fields

If you would like to speak to a member of our team about True Potential Wealth Management and your options as a Wealth Management Partner, click the button below and we will be in touch.

Communication

This page is for financial advisers only

Please select one of the following options.

I am not a financial adviser

Our website uses cookies to help personalise your experience with True Potential. By clicking "Accept all", you consent to our use of cookies. You can choose to control which cookies we use at any time, by clicking "Manage Preferences". If you choose not to accept some cookies, please note you may experience more limited functionality on our website. To learn more, read our Privacy notice.

Accept all Reject all Manage Preferences