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Our clients are at the heart of all we do.

If you choose to join True Potential Wealth Management, we make sure that your clients benefit from a fantastic service and long-term home for many years to come.

How we look after our clients.

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  • 97% retention rate*
  • Rated Excellent TrustPilot
  • £30 billion invested

*of over 70,000 centrally advised clients.

Trustpilot

Expert advice.

True Potential Wealth Management provides a more personal approach to money management; clients can speak to a financial adviser whenever needed.

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Dedicated support.

Last year we handled 105,249 phone calls, answering on average within 55 seconds. Whether by phone, email, live chat, secure message or video call, our Relationship Management Team are always on hand to answer any client questions.

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Award-winning technology.

Clients can check their investments 24/7 and top up anytime from just £1, with over £789million of top ups with our unique impulseSave® feature since launch. We also offer True Potential Rewards, which enables clients to earn free cashback from over 4,000 retailers.

In 2023 alone we saw over 8 million logins with 6 million of those on mobile, meaning True Potential is part of our clients’ everyday lives.

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Digital Annual Suitability Reviews.

Our clients completed 97,000 fully digital Annual Suitability Reviews in 2023, allowing Wealth Management Partners to provide high-quality financial advice to clients who need it most and saving an estimated 10,000 hours of administrative work.

Inter-generational advice.

We help clients plan for the next generation. Over 44,000 clients have named at least one beneficiary, helping ensure their money passes efficiently after their death, which covers over £7 billion of hard-earned retirement savings.

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If you would like to speak to a member of our team about True Potential Wealth Management and your options as a Wealth Management Partner, click the button below and we will be in touch.

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