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Your invitation.

We’d like to personally invite you to visit us at our Head Office in Newcastle upon Tyne to see why True Potential could be the perfect place for you and your clients.

Book your place today.

If you would like to visit our Head Office and learn more about our industry-leading offers exclusively for our Wealth Management Partners, complete the below form and let us know when you would like to attend.

What you’ll learn on the day.

More about our exclusive, competitive and tailored offer

Why True Potential is the best home for you and your clients

Why over 1,100 financial advisers have joined us as Wealth Management Partners

Insight into our investment proposition and portfolios

How our unique and awarding-winning adviser technology can help you

Why we have an excellent Trustpilot rating and retain 97% of all clients who join us

What it’s like being a client of True Potential Wealth Management

How we can help you in taking your business to the next level

Who you can expect to meet.

Jeff Casson

Jeff Casson

Interim Chief Executive
True Potential LLP

Earl Glasgow

Earl Glasgow

Head of Recruitment
True Potential LLP

Kevin Kidney

Kevin Kidney

Head of Investments
True Potential Investments

Phil Elvin

Phil Elvin

Head of Sales
True Potential Wealth Management

Jamie Sexton

Jamie Sexton

Director of Client Servicing
True Potential Wealth Management

Dianne Pattison

Dianne Pattison

Head of Technology, True Potential Group

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