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True Potential Investor Review

as of 10/09/2018 at 3:01 pm

Holly's View

A mostly simple to use service from this advisory firm with some nice digital features for clients. The dashboard is one of the easiest to grasp, the app is good and there are loads of helpful videos. Costs could be lower and there’s very limited investment choice – not for you if you like the idea of picking your own.

Our Rating

Recommended For

Beginner Investor

In a nutshell

Nice and simple

Investments can be pricey

Good app and slick website

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Your overall rating

Based on 35 reviews

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Sponsored by

True Potential Investor

The online investment account that will let you do more with your money.

At True Potential Investor, we’re committed to making your money do more. With as little as £1 to get started, our aim is to help you reach your financial goals as quickly as possible and we believe you should have complete visibility and control at all times. That’s why we’ve created a set of Fully-Managed Investment Portfolios – that sit within your chosen investment account – with unique growth opportunities.

Access to 9,000 experts in 200 locations

With access to more than 9,000 professionals in 200 locations around the world, our expert in-house team makes the investment decisions to manage your investment, so you don’t have to. Our approach aims to maximise your returns, reduce your risk and make your money do more in our Portfolios.

Set up is easy, we’ll assess your personal circumstances and attitude to offer a suitable Fully-Managed Investment Portfolio Service.

Award-winning technology

Leaders in innovative finance and second time voted European Business of the Year, we build industry-first technology to make investing online easy for you. Access your investments 24/7 to track your performance, set goals and top up your investments in seconds with our world-first impulseSave® feature.

With our Personal Finance feature, you can even link up your bank accounts, credit cards and savings accounts to get a full picture of your finances, all in one place. Remember, the value of investments can fall as well as rise, so you could get back less than you invest.

More about True Potential Investor

What to Expect

Investment Choice

Products

Stocks and Shares ISA

Investment Account

Pension

Investments available

Chosen for you

Investment help

Robo advice / ready-made portfolios

The 'Geeky' Details

Provider details

True Potential Investor offers straightforward options, guiding people through a few questions to determine their risk profile and help them to choose one of ten managed portfolios. You’re restricted to these portfolios – users can’t pick their own individual funds or shares. It's a good slick digital service with a decent app. We like it.

The investments they use are 'actively managed', which makes them a bit more expensive than some others. But if they do their job, they should return more (although that's not a certainty!). Costs are around 1.2% all-in, so about £12 per year on each £1,000.

The parent company – True Potential – is a significant group in the advice market, offering financial advice and providing technology to financial advisers.

Important Facts & Figures

Provider Size:

New robo-adviser, though the parent company administers significant investments for financial advisers

Minimum amounts:
£1 minimum initial amount
12 month indicative performance:

A medium risk portfolio (Balanced) returned 7.9% in 2017, after charges.

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