True Potential wins gold

We are celebrating this month after a double win by True Potential at the Aberdeen UK Platform Awards 2014 in London.
True Potential picked up the Leading Innovation Award for a world-first investment top-up technology, impulseSave® and also won in the Best Platform for Adviser Service category.

With impulseSave®, savers can add as little as £1 to their investments at the touch of a button or as much as needed to reach their financial goals. impulseSave® encourages people to get into the habit of saving and in an increasingly technology-led world, is changing how people save. The technology first became available on True Potential’s Wealth Platform in March this year. The service is available via the web and mobile apps and was recently launched on Android smart watches.

Using technology, saving and investing is becoming more accessible and a simple part of everyday life.

True Potential’s single Integrated Wealth Platform won the Best Platform for Adviser Service category. The platform has experienced strong growth since its establishment and offers over 16,000 investment options, including a range of risk-rated strategies from leading fund managers. Through the True Potential Wealth Platform clients can manage all of their personal financial affairs in one convenient location, using a mobile, laptop or tablet device. The platform is designed to offer a truly revolutionary way to conduct financial affairs.

In order to provide our clients with an enhanced level of service we have adopted the True Potential Wealth Platform. In addition to benefitting from discounted initial and annual management charges, through the platform, your assets can be held in a variety of tax treatment wrappers. In addition, all our clients have access to their unique website where they can monitor their portfolios and obtain real-time valuations. This approach allows us to provide you with a highly responsive service.

Please contact us for further information 01600 719195