True Potential surpasses £30 billion in assets.

 

We are delighted to announce that we now look after more than £30 billion of client money on our True Potential Platform – a 22% increase compared to this time last year.

This expansion underlines our dedication to delivering exceptional service and expertise to meet the needs of our growing client base.

Bringing on additional financial advisers is also an important step in encouraging people to seek financial advice to close the gap between those with advice and those without.

Last year, clients logged into their account 8.1 million times to self-serve, top up their investments and access our range of engaging content through their personal feed – with 6.4 million of those logins coming through our mobile app.

We feel this level of commitment is crucial in closing the savings gap and encouraging long-term financial planning.

Our chief executive Daniel Harrison said: “Surpassing £30 billion in assets under management is a testament to the hard work and dedication of our team, as well as the trust placed in us by our clients and partners.

“We remain committed to closing the advice gap and will continue providing an unparalleled service and help our clients achieve their financial goals.”

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

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