True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring:
Goal-based technology enabling custom investment plan creation;
Front to back end capabilities (including client on boarding, fee and commission reconciliation, client servicing support and a client portal)

AI/ML

Finance

FinTech

Insurance

InsurTech

Investment Management

Personal Finance

Platforms

Professional Services

Retirement

True Potential

True Potential's headquarters in Newcastle upon Tyne, United Kingdom

Wealth Management Partner [Self Employed]

Graeme Lennox Dipfa

Luis Villar Chartered Wealth Manager McSi

Glen Sayer Awpetr Dipfs

Scott Hanley

Rodney James Wilcock

Craig Allmond

Luke Fisher

People (1)

Gerry Mallon

Jobs

Other teams

Regional Sales Directors

Wealth Management Partners

True Potential Investments

Business Development

Data Team

Data