Business Description
"One of the fastest growing and most innovative financial services groups in the UK.
David Harrison, Managing Partner, True Potential LLP
In 1997, David founded financial services firm Positive Solutions and grew the business to the largest in the country, representing 1,900 independent financial advisers (IFAs), with a turnover of £114 million and profits in excess of £1 million a month.
In 2007, David became Managing Partner of Newcastle-based financial services group True Potential LLP, which had a turnover of £56.7 million in 2015 and currently employs over 250 staff and Partners.
David oversees the strategic and key business decision areas for the Group and is a crusader for technological advances in financial services. His vision is to foster a nation of educated savers who set clear targets for their future and use technology to reach their goals.
He also believes in the value of building the right savings habits and accessing investments in a way that suits savers’ lifestyles. This has led to the development of world-first technology such as impulseSave®, which helps savers top-up their investments from anywhere in the world with as little as £1 at a time.
David invests in technology, chiefly by hiring the brightest developers from the three world-class universities on his doorstep. He currently has 24, most of whom joined the company while still students.
He is a regular commentator on the UK’s savings gap crisis and has featured in coverage by the BBC, The Times and The Guardian.
TRUE POTENTIAL INVESTMENTS LLP
• FCA-regulated platform operator, investment manager, and pension operator and administrator
• Offers an exclusive range of strategy funds from our partners UBS Asset Management, Goldman Sachs, SEI, Close Brothers, 7IM, Allianz, Schroders and Columbia Threadneedle
• Launched a new auto enrolment solution for employers in 2014
TRUE POTENTIAL WEALTH MANAGEMENT LLP & TRUE POTENTIAL ASSOCIATE PARTNERS LTD
• FCA-regulated advisory businesses
• Serve investment clients throughout the UK
• TP Associate Partners works with financial advisers who retain their brand identity but fall under the regulatory control of TP Wealth Management
• There are over 440 financial advisers across the two businesses
TRUE POTENTIAL ADVISER SERVICES LLP
• Established in 2007
• Provides back-office, IT and compliance services to help financial advisers do business from anywhere in the world
• Close to 20% of all UK financial advisers use its services"
David Harrison, Managing Partner, True Potential LLP
In 1997, David founded financial services firm Positive Solutions and grew the business to the largest in the country, representing 1,900 independent financial advisers (IFAs), with a turnover of £114 million and profits in excess of £1 million a month.
In 2007, David became Managing Partner of Newcastle-based financial services group True Potential LLP, which had a turnover of £56.7 million in 2015 and currently employs over 250 staff and Partners.
David oversees the strategic and key business decision areas for the Group and is a crusader for technological advances in financial services. His vision is to foster a nation of educated savers who set clear targets for their future and use technology to reach their goals.
He also believes in the value of building the right savings habits and accessing investments in a way that suits savers’ lifestyles. This has led to the development of world-first technology such as impulseSave®, which helps savers top-up their investments from anywhere in the world with as little as £1 at a time.
David invests in technology, chiefly by hiring the brightest developers from the three world-class universities on his doorstep. He currently has 24, most of whom joined the company while still students.
He is a regular commentator on the UK’s savings gap crisis and has featured in coverage by the BBC, The Times and The Guardian.
TRUE POTENTIAL INVESTMENTS LLP
• FCA-regulated platform operator, investment manager, and pension operator and administrator
• Offers an exclusive range of strategy funds from our partners UBS Asset Management, Goldman Sachs, SEI, Close Brothers, 7IM, Allianz, Schroders and Columbia Threadneedle
• Launched a new auto enrolment solution for employers in 2014
TRUE POTENTIAL WEALTH MANAGEMENT LLP & TRUE POTENTIAL ASSOCIATE PARTNERS LTD
• FCA-regulated advisory businesses
• Serve investment clients throughout the UK
• TP Associate Partners works with financial advisers who retain their brand identity but fall under the regulatory control of TP Wealth Management
• There are over 440 financial advisers across the two businesses
TRUE POTENTIAL ADVISER SERVICES LLP
• Established in 2007
• Provides back-office, IT and compliance services to help financial advisers do business from anywhere in the world
• Close to 20% of all UK financial advisers use its services"
Registered Address
Newburn House Gateway West
Newburn Riverside
Newcastle Upon Tyne
NE15 8NX
Newburn Riverside
Newcastle Upon Tyne
NE15 8NX
Contact Details
Previous Names
Name | Period |
---|---|
TRUE POTENTIAL OPERATIONS LLP | 2012-12-05 - 2013-01-31 |
Key Data
- Company Number
- OC380771
- Type
- Limited Liability Partnership
- Company Age
- 7 years
- Incorporated
- December 5, 2012
- Status
- Active
- Nature of Business
- Year End
- December 31
- Accounts Due
- September 30, 2021
- Latest Accounts
- December 31, 2019