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 0.76%

Meaning a low cost of just…

£122

/ per year

which works out at only...

£10.16

/ per month

Investment amount vs Annual charge

Investment amount

Annual charge

£0
£2,750
£5,500
£8,250
£11,000
£13,750
£16,500
£19,250
£22,000
£24,750
£27,500
£30,250
£33,000
£30,000
£122

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 0.76% cover:

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

Along with even more great benefits...

Other providers

No setup fees

No Transfer fees

No Discretionary management fees

No Top up fees

No 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.

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Welcome to True Potential Investor.

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

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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.

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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.

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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

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