Make your money do more, for less

When you invest with us, you benefit from our in-house experts making investment decisions for you, but without the high costs usually associated with discretionary managed investments. In other words, you get more, for less.

With investing, your capital is at risk.

How much does it cost?

Our pricing is completely clear and transparent, see how much you’ll pay for a Fully-Managed Investment Portfolio.

How much do you want to invest?


Service Costs: 0.40%. Product Costs: Typically 0.82%

Charge per year


What you get for your money

Whether you invest a hundred pounds or a hundred thousand pounds, our fees can be broken down into two parts:

Service Costs of 0.40% cover:

  • Administration of your investments
  • 24/7 access to your account
  • Custodial services
  • Safekeeping of your assets
  • Live chat, email and phone support

Typical Product Costs of 0.82% cover:

  • Ongoing Charges Figures for all the funds within your Portfolio
  • All transaction fees


Setup fees


Transfer fees


Discretionary management fees


Top up fees


Withdrawal fees

Common questions about investing

It takes around 7 working days to sell your investment and transfer the money to your bank account. If you invest in a pension, you can only withdraw from 55 years old.

That’s why we ask questions about your investment goal and risk preferences when you open an account with us. In general, the more risk you are willing to take, the better chances you have of getting higher returns from your investment. The reverse is also true, less risk usually means lower returns.

From the moment your money reaches us, you’ll be able to track your investment at any time online as well as through our tablet and mobile apps.

Need to find out more about fees? Read our FAQs

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.

Chat icon Advisor image Advisor image Advisor image

Customer support

Show video Hide video
Show me Hide me Share my screen

out of office message

Welcome to True Potential Investor.

If you would like to use live chat or video with a member of our team, please fill in your details below and we’ll be delighted to help you straight away. If you’d rather use the phone, please give us a call on 0800 046 8007.

Thank you, we’re connecting you now.


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.


Send Icon