OUR INSIGHT DAYS

Join our team and shape a better future for millions of people

Our Insight Days are for new advisers to introduce them to our dedicated team at our Newcastle Head Office. Whether we are laying the foundation for a new working relationship, or strengthening an existing one, we believe these visits are crucial to a successful operation. Providing our own special brand of hospitality is only a small part of why we open our doors to financial advisers. We’re putting faces to names and creating a complete picture of True Potential and the vast amount and variety of services we can offer. This is a chance for you to ask your specific questions to Senior Management and Partners and learn more about what True Potential can offer you.

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WHAT YOU CAN EXPECT ON THE DAY

9:30am

Meet and Greet Over Breakfast

10:00am

Brief Introduction to True Potential

Welcome from your host, Earl Glasgow, Head of Recruitment and Senior Partner, who will give you a brief introduction to the True Potential Group and our successes to date.

11:00am

Tour with Senior Partners

This is your opportunity to see first-hand how the company operates and explore our state-of-the-art Innovation Hub where we develop our in-house technology.

11.30am

Morning Presentations

Find out more about our award-winning systems and investment approach with two live demonstrations of our technology and a 15 minute ISA submission.

12:30pm

Lunch

13:00pm

Afternoon Presentations

Take a look at our market-leading package for financial advisers and what the advisers already working with us have to say.

18:00pm

Evening Drinks Reception at Walwick Hall

Afterwards, you are invited to join us for a VIP drinks reception at Walwick Hall where you can relax and find out more about us in a more informal environment.

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YOUR INSIGHT DAY VISIT

We will personally arrange all of your travel, dietary and accomodation requirements. All that’s left is for you to choose a date.

Tour the Office

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Stay at Walwick Hall

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Drinks at Walwick Hall

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Your opportunity to meet the team

In 1997, David founded financial services firm Positive Solutions and grew the business to the largest in the country, representing 1,900 independent financial advisers (IFAs), with a turnover of £114 million and profits in excess of £1 million a month.

In 2007, David became Managing Partner of Newcastle-based financial services group True Potential LLP, which had a turnover of £56.7 million in 2015 and currently employs 203 staff and Partners.

David oversees the strategic and key business decision areas for the Group and is a crusader for technological advances in financial services. His vision is to foster a nation of educated savers who set clear targets for their future and use technology to reach their goals.

He also believes in the value of building the right savings habits and accessing investments in a way that suits savers’ lifestyles. This has led to the development of world-first technology such as impulseSave®, which helps savers top-up their investments from anywhere in the world with as little as £1 at a time.

David invests in technology, chiefly by hiring the brightest developers from the three world-class universities on his doorstep. He currently has 24, most of whom joined the company while still students.

He is a regular commentator on the UK’s Savings Gap crisis and has featured in coverage by the BBC, The Times and The Guardian.

David Harrison
Managing Partner True Potential LLP

Daniel began his career as Technology Co-ordinator at financial services firm Positive Solutions, where he provided first line technical support to independent financial advisers (IFAs). Progressing to development, Daniel helped build some of the innovative tools that saw Positive Solutions routinely pick up technology awards.

With his technology background in place, he was appointed Head of Marketing at Positive Solutions. Reporting directly to the Board, Daniel helped build end-client communications and worked with recruitment to help grow Positive Solutions to be the largest firm of its kind.

After eight years in the industry, he helped found True Potential LLP as a Senior Partner. Initially heading up the Group’s marketing and technology teams, Daniel helped design, build and market technologies that built the reputation for innovation that the company continues to enjoy.

Daniel has broadened his role further in the past nine years. In addition to continuing to chair the technology board, he has been in charge of delivering a service proposition to more than 4,000 financial advisers and has worked as Head of Operations within True Potential Wealth Management, helping shape regulatory and process decisions for both advisers and the end-client.

As the head of the company’s award-winning Wealth Platform, Daniel was instrumental in guiding the development of True Potential’s unique client sites and the world-first impulseSave® technology. He believes that technology can help address the UK’s savings crisis by creating a more engaging way for people to save and invest.

Daniel Harrison
Senior Partner True Potential LLP

Neil graduated from King’s College, Cambridge University and started his career with ‘Big Four’ accountancy firm PriceWaterhouseCoopers. There, he spent eight years, qualifying as a Chartered Accountant in 1990 and achieving Group Manager Status.

He moved into the financial services industry in 1995 and joined Positive Solutions in 2000 as Finance Director. Neil was promoted to Chief Operating Officer in 2003 and then to Chief Executive Officer in 2006. He left Positive Solutions in 2007 to set up True Potential LLP and has played a key role in helping the firm to become one of the financial industry’s success stories. During a challenging time for the financial services industry, Neil ensured that True Potential maintained a strong position, with an emphasis on developing an increasingly profitable business model. As a testament to his efforts, True Potential LLP was one of just 67 UK companies to be named in Deloitte’s Technology Fast 500 EMEA for 2014 and 2015.

True Potential has also been named in Deloitte’s UK Technology Fast 50 in both 2014 and 2015. Building on his success, Neil moved over to become Managing Partner of True Potential Wealth Management with responsibility for growing the business in the years ahead. Neil is a Fellow of The Institute of Chartered Accountants in England and Wales

Neil Johnson
Senior Partner True Potential LLP

Mark began his financial services career in private banking with Lloyds, covering investment management and executor and trustee work in the north of England and Scotland. He then moved to Merrill Lynch’s International Private Client Division before joining Positive Solutions where he held the position of Director of Wealth Management.

Mark is one of the founding partners of True Potential LLP, initially heading up provider relations. In this role, he was responsible for gaining industry-wide agreements that enabled the firm to develop technology for evaluations, electronic payments and commission statements. Instrumental in building the True Potential Wealth Platform, Mark is responsible for enhancing the platform’s product range which now covers ISAs, GIAs, Pensions and Investment Bonds both onshore and offshore. He has also been the key driver in the development of the True Potential Strategy Fund Range, and the continued evolution of the Wealth Platform’s product and fund range, as well as its benefits for both advisers and clients.

In 2013, Mark launched two new Goldman Sachs Institutional funds. These are a first of their kind for retail investors, often reserved for ultra high net worth and institutional clients, and available only to True Potential clients. In addition, he helped develop one of the first free pension wrappers in the UK, the TPI Pension. Most recently, Mark has overseen the establishment of True Potential Investments as an investment management firm and the launch of the Wealth Strategy Fund Range. These mulit-asset funds, managed in association with world-class global asset managers have attracted over £1.3bn in assets within the first year.

Further to this, the firm now offers a Managed Portfolios Series of 10 portfolios underpinned by the Wealth Strategy Fund range, both being further examples of True Potential using scale to drive down charges and provide clients with great value and choice to meet their investment goals

Mark Henderson
Senior Partner True Potential LLP

Since beginning his career with Prudential in 1987, Earl has amassed 28 years of experience in the financial services industry. During his tenure with Prudential, he quickly moved up the ranks from Financial Adviser to hold management positions within sales, marketing and training.

In 2002, he joined Positive Solutions as a Business Consultant, where he had responsibility for building the IFA business in Northern Ireland. Earl grew his Northern Ireland team from a standing start to over 100 advisers. Based on these results, he was appointed Head of Recruitment in 2005 before joining True Potential as one of the founding partners and Head of Recruitment in 2007. With a proven track record in building distribution from the ground up, Earl’s first responsibility within True Potential was to recruit directly authorised firms into True Potential Adviser Services.

Through his efforts, and those of his team, there are now 700 adviser firms using True Potential’s technology and support services. That is close to 20% of all UK Financial advisers. Expanding on the success of True Potential Adviser Services, Earl was instrumental in setting up a new distribution channel in 2012,

True Potential Wealth Management. As a former Financial Adviser, he understands what it takes to be successful in today’s market. Earl is also an Associate of the Personal Finance Society

Earl Glasgow
Senior Partner True Potential LLP

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