About True Potential

True Potential Wealth Management is part of the highly-successful True Potential group of companies

Our vision

We continually search for better value and choice and are agile enough to respond to opportunities quickly.

As a result, our clients become better informed, confident and empowered to reach their financial goals.

We achieve this by using the latest technology to provide straightforward and transparent advice in a simple and convenient way.

We make no compromise. We are beyond wealth management.

Our commitment to clients

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no client is the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We do not provide off-the-shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long-term relationship with you.

We aim to deliver:

  • Personal face-to-face financial advice
  • The opportunity to review your financial affairs regularly
  • Effectively management your investments via our distinctive approach
  • Latest news and any changes that might affect your personal situation to keep you informed

And, setting us apart is the fact that we give you the ability to monitor your financial affairs 24/7 through your own client site or mobile app.

Our award-winning track record.

The True Potential group of companies has been recognised with several major industry awards. Our most recent accolades include being named The Platforum’s ‘Best Adviser Platform’ for 2013 and ‘Best Support Service’ at the 2013 Money Marketing Financial Services Awards. This follows our prestigious ‘Best New Platform’ at the Aberdeen UK Platform Awards 2012, Money Marketing’s ‘Best Support Service’ Award for 2012 and ‘Best Use of Technology by an Adviser’ for 2011.