True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring:
Goal-based technology enabling custom investment plan creation;
Front to back end capabilities (including client on boarding, fee and commission reconciliation, client servicing support and a client portal)

Finance

Insurance

Professional Services

Retirement

Investment Management

FinTech

InsurTech

Personal Finance

AI/ML

Platforms

True Potential

Wealth Management Partner [Self Employed]

Rodney James Wilcock

Graeme Lennox Dipfa

Luis Villar Chartered Wealth Manager McSi

Glen Sayer Awpetr Dipfs

Scott Hanley

Data Team

Regional Sales Directors

True Potential Investments

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Data Team

Team members

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Data Team

Team members

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