Welcome to True Potential Investor: Your Investments, Your Way

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.

Welcome to True Potential Investor: Your Investments, Your Way

Today, we’re delighted to launch True Potential Investor, a whole new way to manage your investments and plan for your financial future.

We’ve taken our award-winning technology, which already powers close to 20% of the UK financial advice industry, and made it available to both new and experienced investors.

Investing can seem confusing at times, with thousands of options, jargon and complicated literature, but we don’t think it should be. We have created True Potential Investor with everyone in mind. No two investors are the same, which is why True Potential Investor is designed to be as unique as you are.


Why True Potential Investor?

We know that investors today are looking for a simple, easy to use process when it comes to their investments. That’s why we’ve broken down the investment journey in to six steps:

  • Name Your Goal – This could be your dream home, family wedding or a comfortable retirement.
  • Set a Goal Amount – What do you need and when do you need it by? You’ll be given a handy projection to help you gauge how best to achieve your goal.
  • Choose Your Risk Profile – Our five risk profiles help you choose what best describes your attitude to investment risk.
  • Choose Your Investment Amount – you can open an account with just £50 as a one-off investment or monthly payment, the choice is yours.
  • Account Type – ISA, GIA or Pension? You pick where to invest your money. We explain each account so you can decide what’s best for you.
  • Select a Portfolio – you’re given a range of fully-diversified portfolios to choose from, rebalanced to manage volatility and give you the greatest potential for growth.

Once you’ve set your goal, we’ve made it easy to track your investments 24/7, wherever and whenever you want. True Potential Investor works online, on tablets, mobiles and even Apple Watch, so you can catch up with your investments however you want to.

As well as tracking your performance against your goal, our world-first impulseSave® technology means you can add to your investments from just £1 anytime you choose. You can even set yourself a regular top up reminder to start building the habits of a successful investor.

We don’t think that we could have made it any easier to start investing today and get closer to reaching your personal financial goals. We believe in empowering you to take control of your future and with True Potential Investor the power is in your hands.


Win Your ISA

To celebrate our launch, we’re offering a £15,240 investment to anyone who opens, transfers or tops up a True Potential Investor ISA before 5 April.


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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