OK We use cookies to help improve your experience with True Potential. Read more Adviser Centre Log in Home About Us Services Investments Technology Back impulseSave® True Potential One® Personal Client Sites True Potential Wealth Platform Spotlight on Technology Videos Auto Enrolment Investor Resources Blog Find an Adviser Contact Us COVID-19 Join Us Adviser Centre Personal Client Sites Our mission is to revolutionise the way wealth management is delivered in the UK and our personal client sites are a key part of what makes us unique. Home Technology Personal Client Sites Share this page Services provided by Personal Client Sites We believe that two of the main problems people have with the way investment usually works are a lack of modern solutions and a lack of agility in financial services. Our client sites solve both of these issues. You can organise and track your investments conveniently online, and get in touch with your financial adviser in an instant. Client sites are available to our clients through our financial advisory services as well as through over 700 directly authorised firms we work with. It’s all part of our vision to use technology to go ‘beyond wealth management’ and deliver a ‘client first’ experience. Here's How Your Client Site Works Your personal client site gives you an unrivalled insight into your personal finances, your financial goals and how your investments are performing. Within your client site you can: View your Portfolio Details View Your Portfolio Details View the policies and plans we hold for you Get a valuation of your portfolio Analyse each plan for performance, asset allocation and attitude to risk Accessing Your Client Site We’ve made accessing your client site as simple and straightforward as possible. We believe in empowering you to take control of your finances and your financial adviser is always available to help you if you need it. You can access your client site online at any time. Our responsive design means your site works on any size screen you like to use, from your home computer to a Smart TV. You can also get the benefits of your client site via our native apps for tablets and smartphones: Download iOS App Download Android App Explore Client SItes Ready to Take Control? If you’d like more control of your finances, speak to your financial adviser about our personal client sites or get in touch with your local True Potential financial adviser. Find Your Local Financial Adviser Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time. True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority. FRN No. 527444. www.fca.org.uk Registered in England and Wales as a Limited Liability Partnership No. OC356027. Quick Links Sitemap Find an Adviser Make a Complaint Privacy & Cookie Policy Modern Slavery Act Statement COVID 19 Risk Assessment Registered Head Office Gateway West Newburn Riverside Newcastle upon Tyne NE15 8NX Legal True Potential LLP is registered in England & Wales as a Limited Liability Partnership No. OC380771. impulseSave® and True Potential One® are registered trademarks of True Potential Investments LLP. © 2021 True Potential LLP. All rights reserved.