True Potential

True Potential has enjoyed some spectacular success since their inception in 2007, culminating in winning the Adviser Software Systems of 2011.
Their first client went live at the beginning of 2008, the UK’s largest National IFA Positive Solutions with more than 1,800 IFA users successfully going live a move that at the time was described publically by industry commentator Ian McKenna as ‘you must be mad’.
From these foundations, True Potential began to attract directly authorised IFAs and IFAs who wanted to break from their current network/national structure and become DA themselves.
This has seen True Potential grow to become the largest firm of its type in UK Financial Services, with 690 individual IFA firms working with us, compromising of 4,500 IFAs and registered individuals (14% of the market) and turnover figure of £155m in 2010 (up 36%).
True Potential LLP has a history of innovation and never standing still. From seamlessly fusing a compliance process that the FSA described as “TCF is evident across all areas of your firm’s activity” with industry leading technology, True Potential uses technology as an enabler rather than as a gimmick.
This can also be seen in other market first developments, with True Potential leading the way with client websites, mobile applications and iPad apps. These tools differentiate advisers and give them a strong “RDR ready” approach when dealing with all of their clients.
FOR MORE INFORMATION OR A DEMONSTRATION OF THE SYSTEM CALL:
Russell Watts on 07973754020 or email russell@tpllp.com
A video of our Perfect Sales process is available to watch on youtube



Derek Bradley, CEO
Sarah Paul, Marketing Director
James Bradley, Head of e-Relationships
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