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.
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 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.
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
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.
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.
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.