Using our ‘Live chat’ to do more with your money

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.

Using our ‘Live chat’ to do more with your money

We’re thrilled to announce a huge new feature at which will transform your online investing experience into something far friendlier. Once again, we’re revolutionising the online investing industry with technology that helps you to do more with your money.

We believe that there’s no better way of communication than face to face human interaction, which is why we’ve made it possible for you to use video ‘Live chat’ on You’ll be able to communicate directly with our customer services team between 8am and 8pm.

This great new feature will allow you to speak directly with a friendly and knowledgeable assistant, giving you the freedom to ask any questions you may have about our website and online assessment.

Our team will aim to provide any further clarity about our Fully-Managed Investment Portfolios and account types, with the live chat service designed to assist general queries about our products and processes.

If you’re looking to proceed with opening an investment, our live chat team will be able to assist you with each step of our quick and easy online assessment process. This face to face experience will give you all the clarity you need on how we assess your suitability for investing.

We’re so excited to once again be leading the way with innovation in online investing. We’ve always been against the stuffy jargon and inaccessibility of the investment industry, and by adding a face to face human element to our website we hope to change some of the misconceptions about investing. We’re proud to bring humans into online investing, with the aim of making the investing experience as clear and accessible as possible.

The implementation of live chat is the latest innovation from our expert in-house True Potential Investor development team. Once again, we’ve created technology to help you do more with your money.

Russell Mabin, Lead Developer of live chat, said “We built live chat with the aim of giving the user a human experience when investing online. Our team worked hard to make the video feature as simple and effective as possible, and we’re all delighted with how it has turned out. Hopefully users will enjoy using this fantastic service.”

Cristian Woodhouse, Head of our Customer service team, said “Our entire customer service team are passionate about helping people out. We’re a genuinely sociable bunch, so we really are looking forward to getting to know our customers better. No query is too small or big, so get in touch today and let us help you to do more with your money.”

Connect today by clicking the ‘Need help?’ button on

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.

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