About us

At True Potential Investor, we’re committed to making your money do more. Here, you can find out more about us and our expert team.

With investing, your capital is at risk.

Our promise

True Potential Investor

At True Potential Investor, we’re committed to making your money do more — whether this is by opening a new account when you’re investing for the first time or by completing a Personal Pension transfer or a ISA transfer.

With access to more than 9,000 experts in 200 locations around the world, our expert in-house team makes investment decisions for our Fully-Managed Investment Portfolios. Our approach aims to maximise your returns, reduce your risk and make your money do more.

We’ve created a set of Fully-Managed Investment Portfolios with unique growth opportunities and built industry-first technology to make investing online easy for you.

We’ve done all of this to give you the best chance of maximising your returns and reducing your risk, for today and tomorrow. Whatever your financial goal or situation, we have a solution to match.

Our mission

We’ve surveyed over 30,000 people since August 2013 to learn more about the UK’s attitude to saving. Through this research, we discovered that only a small minority of savers are confident they will have enough funds for a comfortable retirement. We call this issue the Savings Gap and our mission is to close it, once and for all. We’ve identified three key causes behind the Savings Gap: a knowledge gap, agility gap, and technology gap. We want to educate people about these issues, improve their knowledge of savings and investments and help them to plan for a better future, starting today.

Technology gap

Technology has become part of our everyday lives – something we can longer go without. And with the evolution of smartphones, tablets and apps it only makes sense that we have this same access to our finances. With True Potential Investor, clients have 24/7 access to their investments online and by app. As one of the fastest growing financial technology firms in the UK, we are passionate about delivering simple but effective technology-driven solutions, which is why we came up with impulseSave®, our world-first technology that allows you to top up your investment from as little as £1.

Knowledge gap

In 2014 we partnered with the Open University to create the True Potential Centre for the Public Understanding of Finance. This partnership has led to the creation of three free personal finance courses available to anyone who wishes to begin or improve their financial knowledge.

The courses have proven to be immensely popular with more than 300,000 people registering. The courses in the suite are Managing My Money, Managing My Investments and Managing My Financial Journey.

See our free finance courses

Agility gap

Savers need simpler savings and investment products. We have long made this case in Westminster and were happy to see the introduction of the lifetime ISA, which offers subsidised routes to saving for both first time home buyers and those saving for retirement, are in line with what we have been campaigning for.

Although the ISA allowance rose to £20,000 in 2017, there is still more we can do. We believe the ISA cap should increase to £25,000 per year and that pensions need to be simpler, more transparent and more accessible. We’re therefore campaigning for a ban on pension exit fees and a cap on Annual Management Charges.

Our History

Our tour

To see first hand what our Head office looks like, please click the video below to take our 360 degree tour. This is also VR compatable.

Instant investments

Unique to True Potential Investor, our app gives you access to your Fully-Managed Investment Portfolio 24/7 so you can track your performance, set goals and top up your investments on the go with our world-first impulseSave® feature.

You can even link up your bank accounts, credit cards and savings to the app, so you get the full picture of your net worth, all in one place.

Some important information

With investing, your capital is at risk. The value of your investments will rise and fall at times and you could get back less than you invest.

Chat icon

Live chat

We're online 8am - 8pm weekdays.

Video chat close

Online

Offline

Chat icon Advisor image Advisor image Advisor image

Customer support

Video chat Minimise
Video chat close

Online

Offline

Show video Hide video
Show me Hide me
Share my screen

out of office message

Welcome to True Potential Investor.

Fill in your details and we’ll connect you to one of our friendly support experts.

Thank you, we’re connecting you now.

Loading

Please note, we won’t give any financial advice during our chat.

If you have any issues, call us on 0800 046 8007.

We record calls for regulatory, training and quality purposes.

Loading

Send Icon

Tell us what you think

How was our service? Leave a star rating and an optional comment before you go.

Chat icon

Help center

We're online 8am-8pm Weekdays

Video chat minimise
Video chat close

Offline

Search icon

Search our FAQ for answers to common questions.

You can also send us a message and we’ll get back to you as soon as we can.

Or, if you’d prefer to speak to someone, our support team is available 8am to 8pm weekdays.

Loading

Top Results

  1. If you invest in a Stocks & Shares ISA or General Investment Account, you can withdraw at any time.
  2. It takes around 7 working days to sell your investment and transfer the money to your bank account.
  3. If you invest in a pension you can only with draw funds from the age of X.

Sorry, I can't help with this

All our operators are away right now, but we are always happy to help.

If you can't find your answer on our FAQ, you can drop us a message using the button below and we will come back to you as soon as possible.

Alternatively, you can talk to us 8am-8pm Weekdays on: 0800 0468007

*

How can we help?