This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of investment products and the risks involved.
True Potential Wealth Management is part of the highly-successful True Potential Group and we offer wealth
management services to private clients, trustees and businesses throughout the UK. We have corporate offices in London and Newcastle upon Tyne.
Established in 2007 by a management group with extensive experience in UK advice distribution, investment management and financial services technology.
Close to 20% of all UK Financial Advisers use True Potential planning
£10.4 billion held on the True Potential Wealth Platform
(as of 20th April 2020).
The Group had a turnover of £145 million for 2019. The Group had a net profit of £48 million for 2019.
World-first impulseSave® top-up technology has seen over £145 million of new money invested, with a third £10 or less.
Provide products and technology to over 1 million private clients.
We continually search for better value and choice to enable our clients to reach their financial goals.
It's our mission to revolutionise the way wealth management is delivered to UK customers.
As a Financial Adviser & Partner with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
I can access investments from the whole of the market to create a bespoke plan that’s tailored just for you.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. And, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.
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