Goal setting on our new Platform

Please note this blog post was published over 12 months ago and so may not include the most up-to-date information, for example where regulation around investing has changed.

At True Potential, we believe that setting a goal is vital. In fact, we believe it’s the most important step in determining your financial future.

That’s why, through power of our award-winning technology, we help our clients define their goals, track their investments against them and top up their accounts anytime.

Two of the most fundamental elements of investing well are time and discipline. Goals create a focal point to keep investors on track over the long-term.

We help every investor set a goal that is personal to them. This includes how much they want to achieve and the date they want to reach it by. With this information, we create a plan that we believe will help the client succeed.

As the goal is created in their personal account, it automatically pulls through to every part of their investment journey. Clients can track their progress 24/7 from anywhere in the world, both online and through our iOS and Android apps.

With impulseSave® our world-first top up technology , clients can also add to their investments, from just £1. It’s a unique feature that enables clients to reach their goals early by adding spare funds on impulse or get back on track  if they fall behind.

From day one we built goals into our innovative technology, including the True Potential Platform, which enables seamless integration from creating a plan, tracking it over time and adding funds to get ahead.

No matter what technology we build next, we know it starts and ends with the client’s goal.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. This blog is not personal financial advice.

Personal Finance