Why Choose Us
Award winning integrated wealth platform and client portal solutions. With recent developments in the financial services marketplace it has meant that to remain competitive and to continue to provide cost effective and easy to understand advice we have adopted a new innovative technology platform that will enable us to give our clients better access to their financial information and enable comprehensive goal planning and monitoring.
‘True Potential’ is our chosen service provider for this award winning, integrated wealth platform and client portal solutions.
This innovative technology will give our clients access to risk profiled investment strategies from a number of leading investment managers, the ability to construct a bespoke plan using more than 9,700 mutual funds, 1,200 Exchange Traded Funds, or 5,500 equities. In addition it will give you the option to access a ‘secure online client portal’ showing all your investments & polices with up-to-the-minute valuations and financial reports 24/7. This will also give you the added benefit of being able to use unique and innovative features such as “impulseSave®”.
Independent advice you can trust: we work on your behalf to find the best products for you. We are not tied to any of the companies we recommend.
With access to multiple providers we can ensure that your investments can be spread between providers so you never have to worry that all your eggs are in one basket.