WHAT'S IN IT FOR YOU

Making a True Difference

True to our brand values, we offer a unique opportunity for self-employed UK financial advisers to join one of the UK’s fastest growing financial services companies and deliver a market-leading proposition that includes exclusive access to world-class products and innovative technology.

A MARKET-LEADING-PROPOSITION

With exclusive access to our award-winning Wealth Platform, you’ll find a wide range of investment options to meet your clients’ needs. Invest capital within our innovative risk-based Wealth Strategy Fund Range and True Potential Portfolios. You also have access to a range of exclusive tax wrappers, including our Stocks & Shares ISA and TPI Pension, to ensure your clients’ investments are as tax-efficient as possible.

FIRST-OF-ITS-KIND TECHNOLOGY

As a technology-driven company, development is at the heart of everything we do. With our mission to revolutionise the way wealth management is delivered to clients, we’re always developing new technology, products and services. Built from the group up using True Potential’s award-winning, in-house technology, our Wealth Platform integrates our world-first impulseSave® top up technology, which allows clients to add as little as £1 at a time to their investments, and our revolutionary financial life planner, True Potential One®

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AWARD-WINNING SERVICES

We are proud to have been recognised with a series of major industry awards over the past few years. Our most recent awards include two from the Money Marketing Awards 2016, where we won ‘Best Support Service’ for the fifth year running and ‘Best Use of Technology by an Adviser’ for the fourth time.

We were also named as one of the 50 fastest-growing technology companies in the UK by Deloitte as part of their Deloitte UK Technology Fast 50. We were also listed in the Deloitte Technology Fast 500 EMEA for the fourth consecutive year.

2016

Money Market Awards - Best Support Service

2016-2

Money Market Awards - Best Use of Technology by An Adviser

Deliotte

Deloitte Technology Fast 500 Winner

best_for_UE

Direct Platform Awards - Best for User Experience

best_innovation

Direct Platform Awards - Best for Innovation

tech50-winner

Deloitte UK Technology Fast 50 2015

support_service

Money Marketing Financial Services Awards 2015 - Best Support Service

best_tech_adviser

Money Marketing Financial Services Awards 2015 - Best Use of Technology by an Adviser

regional_award_winner

EY Entrepreneur Of The Year - 2015 Regional Award Winner

bestd2cplatform

Professional Adviser Awards 2015 - Best D2C Platform

investment_choice

Citywire Adviser's Choice Platform Awards 2014 - Investment Choice

deloitte_fast50

Deloitte Technology Fast 50

deloitte-emea

Deloitte Technology Fast 50

techn-adviser

MoneyMarketing Adviser Awards 2014 - Best Use of Technology by An Adviser

firm-of-year

MoneyMarketing Adviser Awards 2014 - Firm of the Year

leading_innovation

The UK Platform Awards 2014 - Leading Innovation Award Winner

citywire_investment_choice

Citwire Advisers Choice Platform Awards 2014 - Investment Choice

deloitte-emea

Deloitte Technology Fast 500

deloitte_fast50

Deloitte Technology Fast 50

citywire_investment_choice

Citywire Advisers' Choice Platform Awards 2014 - Investment Choice

adviser_service

The UK Platform Awards 2014 - Leading Innovation Award Winner

planning-provider

The UK Platform Awards 2014 - Best Platform for Adviser Service Winner

deloitte

Deloitte Fast 500

best_support_service

MoneyMarketing Adviser Awards 2013 - Best Support Service

adviser-plat

The Platform - Best Adviser Platform 2013

new-platform

The UK Platform Awards 2013 - Leading Intergrated Planning Tool Provider Winner

moneymarket

MoneyMarketing Adviser Awards 2012 - Best Support Service

new-platform

The UK Platform Awards 2012 - Best New Platform Winner

technology

MoneyMarketing Adviser Awards 2011 - Best Technology

UK Platform Awards 2017 - Best Platform Provider - Winner

UK Platform Awards 2017 - Best Wealth Management Platform - Runner-up

UK Platform Awards 2017 - Leading Adviser Business - Runner-up

UK Platform Awards 2017 - Leading Integrated Planning Tool Provider - Runner-up

Simple compliance process

A combination of simple-to-follow processes, online tools and expert advice ensures you’re always compliant. Our in-depth and hands-on training programme includes a three-day residential course, ongoing webinar support, online tutorials and training for new software and product launches. The right compliance processes for your businesses are hard-wired into your system. You also get ongoing support through our quarterly file checking regime, annual audits and ongoing consultancy. Additionally, we run regular compliance webinars, seminars and 1-2-1 events across the country and distribute monthly newsletters with the latest regulatory news and guidance from the Financial Conduct Authority (FCA).

FIRST-CLASS ADMINISTRATION AND SUPPORT

Daily payment of commissions, fees and renewals put your income firmly in your control. All income is expertly-handled and reconciled to the penny for you. Our electronic communication tools also allow unique information to be shared between administrators, clients, introducers, product-providers and yourself.

BOOK AN INSIGHT DAY VISIT

To book on one of our Insight Days, fill out the form below.
Find out more about our Insight Days.

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