Downsize your adviser business with True Potential

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Over£36bninvested

Keep up to95%of your
advice fees

96%client
retention rate

Figure correct as at 31st December 2025.

Over 20,000 five-star reviews on

Trustpilot

Why True Potential?

Integrated technology

A single, integrated platform that saves time, reduces operational workload and helps you keep up to 95% of your advice fees.

Adviser
support

Dedicated transition support to help you move smoothly, reduce day‑to‑day pressures and plan confidently for the coming years.

Indigo Smart Assistant®

AI integrated through the advice process, helping advisers to work more efficiently and deliver personal and impactful client meetings.

Client
support

Trusted by clients, with a 96% retention rate and over 18,000 five‑star Trustpilot reviews, helping protect continuity and long‑term value.

The True Potential technology gives me more time to interact in a meaningful way with clients.

Paul Taylor
Chartered Financial Planner

Testimonial for Paul Taylor

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True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.ukRegistered in England and Wales as a Limited Liability Partnership No. OC356611.

True Potential LLP is registered in England & Wales as a Limited Liability Partnership No. OC380771.