Why we’re Beyond Wealth Management

We feel that modern times call for a modern approach and that’s what our personal websites deliver.

Unique in the UK and exclusive to clients of True Potential, these sites allow you to view all your investments and bank accounts in one place, whenever and wherever you choose. And you’ll have unlimited access on a range of devices including Web, iPad, iPhone, Android, Blackberry and Smart TV.

Here’s a quick look at what’s available to you:

Portfolio Details

  • Comprehensive view of all the policies and plans we hold for you, including real-time valuation and existing assets
  • Ability to drill down into each plan to analyse performance; review asset allocation and portfolio splits; and evaluate attitude to risk

Banking

  • Option to link up all your bank accounts and credit cards, giving you a consolidated view of your finances in one convenient location
  • Ability to analyse and track spending across multiple accounts

Client Documents

  • Store and view important documents in one online location
  • Ability to share documents as needed
  • Files are encrypted and secure

Secure Message

  • 2-way messaging system allowing instant and secure communication, no need to go to separate email system
  • Simple way to send important and sensitive documents direct to your adviser

Personal Details

  • View all the personal details we have recorded for you
  • Ability to edit and update information as needed

Adviser Contact

  • Full details on how to reach us, including telephone, email and map