about us

Our aim is to revolutionise the way people invest with modern technology that is simple, effective and unique.

We believe that investing should be easy and that it should work for you, the way you want it. That’s why we designed True Potential Investor to give you control over your financial future. We start with your goal, which provides your motivation for investing and gives you something to track performance against. After all, we understand that you’re investing for a reason and we want to make sure you get there.

You can find out a little more about us and our history below.

Our History

Aug
2013

Undertook our first Tackling the Savings Gap survey
to uncover the worrying truth about the UK’s savings
habits. Launched the True Potential Wealth Platform, built entirely in-house, to provide an integrated investment solution for UK financial advisers and their clients

Nov
2013

Launched the True Potential Centre for the Public Understanding of Finance in partnership with the Open University Business School. The centre aims to empower the UK public to better understand their personal finances

March
2014

Introduced impulseSave®, our world-first
investment top-up technology

March
2014

Launched True Potential Investor to the UK

May
2014

Launched free Managing My Money course
on OpenLearn

May
2014

Received permission to administer our
TPI Pension in-house

Sept
2014

Demonstrated impulseSave® live on stage at
FinovateFall 2014, a leading financial services and
technology conference as one of only five UK
headquarted companies invited

Nov
2014

Received investment management permissions

Dec
2014

Feb
2015

Launched Investment Management Firm with our
True Potential Wealth Strategy Fund Range

May
2015

Our second personal finance course, Managing
My Investments, is introduced on OpenLearn

Oct
2015

Sept
2016

£1 billion in True Potential Portfolios

Dec
2016

£1.6 billion in True Potential Portfolios

True Potential Investments Management Committee

daniel-harrison

Daniel Harrison
Managing Partner, True Potential Investments

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.

mark-henderson

Mark Henderson
Senior Partner

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 range of funds. These multi-asset funds are 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 the 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.

colin-beveridge

Colin Beveridge
Chief Investment Officer 

Colin was Chief Investment Manager at one of the largest investment trusts in the UK. In 2006, he left the investment trust world to set up and manage a Global Kokusai income portfolio for Scottish Widows in the UK. The funds were sold into the Japanese retail market. He has written extensively on income strategies and their importance to long-term wealth creation. Colin joined True Potential Investments as Chief Investment Officer in February 2014.

emma

Emma Napier
Head of Distribution

With more than 20 years experience in financial services, including in compliance and operational roles at large (and small) financial advisory firms, Emma has a real understanding of what the day job involves.

Wealth Platforms are an essential part of most successful advisory firms and, as the former Head of Adviser Relations at The Platforum, Emma has great insight into both the regulatory and technological issues facing the industry today.

Since joining True Potential, Emma’s career has gone full circle. She once again brings her expertise to focus on giving clients the opportunity, through technology, to reach their financial goals.

richard-taylor

Richard Taylor
Head of Operations

Richard has worked in Financial Services for over 15 years in various administrative, advisory and operational roles. He started his career in Mortgages, firstly as administrational support and later as a Mortgage Adviser, before moving to work in the Head Office of one of the UK’s largest national Financial Advisory firms.

Richard joined True Potential in 2010 and have held numerous positions as the company has grown. He has been involved in the True Potential Wealth Platform since its inception in 2011 and with True Potential Investor since its launch in early 2014.

george-peebles

George Peebles
Independent

George is an experienced finance professional and has specialised in the financial services sector for over 15 years. He has worked in corporate finance roles with a major accountancy practice and latterly as Development Director of a major UK life and pensions business.

He is a qualified Chartered Accountant and also holds a law degree. George joined the True Potential Board as a Non-Executive Partner in 2012, providing oversight on the Group’s activities with emphasis on the commercial, financial and risk aspects.

DISCOVER ADVANCED DIVERSIFICATION

Learn more about our True Potential Portfolios and our pioneering ‘Advanced Diversifcation’ investment philosophy.

View Portfolios

 

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.