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]

Rodney James Wilcock

Graeme Lennox Dipfa

Luis Villar Chartered Wealth Manager McSi

Glen Sayer Awpetr Dipfs

Scott Hanley

Aidan O'Kane

Luke Fisher

Regional Sales Directors

People (10)

Clark Davison

Iain McDonald

Ian Watson

Jamie Gayton

Jeff Pratt

Michael Burns

Nick Brown

Phil Harvey

Phil Lunn

Simon Andrews

Jobs