Get more for your money.

We believe that understanding the fees you pay is an essential part of knowing whether the financial advice you get and the products you invest in are right for you. That’s why our fees are simple, transparent, and great value for money.

Start investing Try our fee calculator

Date last reviewed: December 20th, 2024

Approximately, how much money do you want to invest? £120,000

Will you need ongoing financial advice? Yes

Your total annual ongoing cost would be £2,040 which works out at £170 per month

Fees based on:

0.50%

Ongoing
Advice Fee*

0.40%

Ongoing
Platform Fee

0.73%

Ongoing
Investment Charge**

Total
Annual Fee

*Based on our Central Advice Service. Wealth Management Partner fees may vary.
**Typical fee, exact cost will depend on your Portfolio and fee may vary over time. Our current Portfolio fees can be found on our Portfolio Factsheets.

What you’ll get for your money.

Your 0.50% Ongoing Advice Fee provides.

*Typical advice fee based on our Central Advice Service. Wealth Management Partner fees might vary.

Assessment of your financial situation

Development of your personal financial plan

Annual review of your plan

Financial advice whenever you need it

Your 0.40% Ongoing Platform Fee provides.

Safekeeping of your money

24/7 access by app and online

Dedicated customer support

Free top ups and transfers in

Your 0.73%* Ongoing Investment Charge includes.

Your funds’ asset management fees and running costs.

*Typical fee, this equates to all Ongoing Charge Figures levied by the funds within your portfolio so exact cost will depend on your portfolio.

Management of the investment funds

Providing fund administration

Paying all trustee and depository fees

Ensuring accurate fund accounting

Discretionary management at no extra cost.

Independent oversight of your portfolio

Multi-layer diversification

Exposure to world-class asset managers

An active approach to allocating your money

All fees listed on this page relate to ongoing fees. An initial advice fee may apply if dealing with a True Potential Wealth Management Partner and this could be a maximum of 4% of the investment arranged.

Ready to do more with your money?

If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options. Alternatively, you can begin your investment journey yourself using the ‘start investing’ button below.

Call us on 0191 625 0350

Start investing

Brought to you by True Potential Wealth Management.

True Potential Wealth Management offers restricted financial advice. Our service is specifically designed for clients wishing to access their financial affairs online.

With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest.

Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk

Registered in England and Wales as a Limited Liability Partnership No. OC356611.

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