The True Potential Wealth Platform is offered to our clients to help them easily understand and track their portfolio. This transparent approach also applies to what you pay for investing, meaning you are always in control of costs.
Through using the Wealth Platform we can provide a service that places everything about your financial affairs in one place, seamlessly linking them and thus providing a holistic view for them and you.
The advantages of this approach are huge not only in terms of how to provide true Wealth Management, but also providing on-going levels of service and quality at a cost simply impossible elsewhere.
Excellent investment planning tools
As your Financial Adviser we can provide you with access to powerful planning and goal-finding tools that take into account your current holdings and financial goals. With this information strategic investment decisions are more easily made.
Providing you with the best level of information
Being able to view your entire valuation history online is a feature not available anywhere else.
This unique financial planning tool is available on a range of devices including web, iPhone, Google Android and iPad, you can also view performance history against your goals, important policy documentation and enjoy a secure way of communicating with us as your Financial Adviser.