Client Benefits

Key benefits of being a True Potential Wealth Management client:

Our belief is that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered.

Wide range of investment options available to meet your needs.

To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from leading investment managers or we can access investments from the whole of the market to create a bespoke plan that's tailored just for you. In addition, to ensure that your investments are as tax efflcient as possible, we can take advantage of the various tax wrappers that are available.

We make it easy for you to control your finances.

Through your own personalised website you can analyse and track all of your accounts with us, along with any legacy assets you hold elsewhere including your bank accounts – all in one convenient location.

Our planning tools ensure your investment goals are realistic.

By correctly understanding your appetite for risk, we can ensure that the goals you set are realistic and the investment strategies recommended are the most suitable. We ascertain your risk profile through a number of methods and display these in a way that is easily understood. We can also interrogate the risk profile of your existing products, to ensure that they are correctly invested and, if not, look at where they would better suit your individual needs.

Our exclusive relationships help you get the best pricing possible.

By partnering with investment experts, the True Potential Group and its companies are able to offer clients lower fees compared to those typically offered to retail investors..

Only by having a plan that you can relate to and the ability to check its progress at any time, you feel even more in control.