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True Potential

About Us:

We launched True Potential in 2007 to bring our vision of Hybrid Advice to the UK.

We believe that a combination of personal financial advice and market-leading technology is the best way to help people reach their financial goals, fast forward to today, and we proudly stand as one of the UK’s most innovative financial services groups.

We have over 500,000 clients who rely on us to look after their money and help them reach their financial goals.

Our True Potential Platform currently has £29 billion in assets invested, a testament to the trust our clients place in us.

Our mission is to help people across the UK do more with their money by providing expert financial advice, exclusive investments, dedicated support, and award- winning technology. We help them to plan for today, tomorrow, and beyond.

Whether it’s planning for retirement, investing for growth, or simply taking control of your finances, we’ve got the expertise to help, backed up with more than a decade of success.

Our Company Culture:

When staff are in the office, we encourage them to spend their time in collaborative meetings and planning sessions, making use of our modern henges and seating areas alongside our communal outdoor area to enjoy.  Our hybrid-working culture also gives employees a good balance to their life, spending time both at  home and in the office each week with flexibility around chosen days.

Our Values:

  • Simple – We make a complicated industry straightforward for clients. When we talk, we are clear – our products and services are easy to use and easy to understand.
  • Effective – We only work on projects that make a difference. We’ve been in the industry long enough to know what works and what doesn’t. So, we don’t create a product or service unless it’s beneficial to all.
  • Unique – We strive to make sure we’re front-runners in everything we do and trust our staff to find creative solutions no-one else has thought of. Anything we do compete on – we always make it better.

 

As part of our commitment to the Social Mobility Pledge, True Potential aims to remove the traditional career barriers often found in financial services.

All employees at True Potential have the opportunity to progress in their careers with our True Potential Training Academy. The Training Academy aims to develop employee’s knowledge and experience whilst offering support in achieving qualifications.

Progression opportunities can include becoming a developer for our in-house technology team, a marketer in our marketing department, an accountant in our finance department or an in-house Financial Adviser.

True Potential provides full training for staff qualifications into these positions as well as course funding and allocated time for study.

In this video, our Chief Executive, Daniel Harrison, talks about the importance of the True Potential Academy and the training employees can receive to learn new practical skills to help them excel in their career.

Hear Lucy’s story on how the True Potential Academy helped her gain skills in software development to progress into a developer role. A career path she may never have been able to experience without qualifications.

How we support career development:

How we support learning:

Our Academy

In this video, our Chief Executive, Daniel Harrison, talks about the importance of the True Potential Academy and the training employees can receive to learn new practical skills to help them excel in their career.

Hear Lucy’s story on how the True Potential Academy helped her gain skills in software development to progress into a developer role. A career path she may never have been able to experience without qualifications.

Latest Articles

Simple, Effective, Unique - The True Potential Values

Simple, Effective, Unique – the True Potential Values

Date Posted
What's the True Potential Academy really like

What’s the True Potential Academy really like?

Date Posted
True Potential Academy An Insight

True Potential Academy: An Insight

Date Posted
Compliance An Insider’s Guide

Compliance: An Insider’s Guide

Date Posted

Latest Vacancies

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File Checker (L4 Qualified)

Posted by: True Potential

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Operations Manager

Posted by: True Potential

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Training & Competence Supervisor

Posted by: True Potential

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Trainee Financial Adviser (Employed position)

Posted by: True Potential

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Onboarding Superviser

Posted by: True Potential

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Financial Adviser

Posted by: True Potential

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