True Potential - Richard D. Mettrick

True Potential - Richard D. Mettrick To help people achieve their financial goals and protect what they have with a friendly personal service.

22/09/2023

We’re delighted to have won ‘Best Retirement Advice Firm’ at the Money Marketing Awards last night!

This is a great achievement and acknowledgment of the vital role our advice, technology and support plays in helping people plan and reach their long-term financial goals.

We’ve had a fantastic week, with five major industry awards making their way North.

MMoney Marketing

22/09/2021

True Potential were delighted to win two awards at last night's UK Platform Awards - We topped the voting for both Best Platform Service and Best Platform Provider. What's most pleasing to us is that both of these awards are decided by adviser voting.

These awards are testament to the excellent work done by our platform team and the rest of the True Potential group who support our in-house platform for financial advisers and clients.

Welcome to True Potential's Head Office, one of the best places to work in the UK and a spectacular working environment ...
24/05/2021

Welcome to True Potential's Head Office, one of the best places to work in the UK and a spectacular working environment following our recent refurbishment. Daniel Harrison, True Potential Chief Executive, guides you through the new office and explains how the upgraded space helps staff, advisers and clients to do more.

Welcome to True Potential's Head Office, one of the best places to work in the UK and a spectacular working environment following our recent refurbishment. D...

👉The 2020 Annual Report Is Here👈 We're delighted to release our latest Annual Report today, covering our record breaking...
16/03/2021

👉The 2020 Annual Report Is Here👈

We're delighted to release our latest Annual Report today, covering our record breaking 2020.

You can download the report from our blog here: https://tpllp.co/3rUmnIO

We are very excited to share with you our new 2020 Annual Report. This has been created to provide you with an update and celebrate True Potential’s achievements of 2020.

24/10/2020

Have you explored all of your Retirement options?
👉Download our FREE Pension Guide here: https://tpllp.co/3j6Eeae

ISAs can be an easy and efficient way of saving and investing. Find all the answers in one place with our straightforward ISA guide.

The Sunday Times PwC Top Track 250 league table recognises performance and innovation, with the businesses on the list b...
06/10/2020

The Sunday Times PwC Top Track 250 league table recognises performance and innovation, with the businesses on the list being commended for the way they have adapted to unprecedented challenges in 2020.

True Potential has been named in a list of the country’s leading mid-market private firms with the biggest sales. The Sunday Times PwC Top Track 250 league table recognises performance and innovation, with the businesses on the list being commended for the way they have adapted to unprecedented ch...

"Assets on True Potential's platform have exceeded £10bn as the company points to increased efficiencies since its syste...
14/11/2019

"Assets on True Potential's platform have exceeded £10bn as the company points to increased efficiencies since its system rebuild in March." FT Adviser

Assets on True Potential s platform have exceeded 10bn as the company points to increased efficiencies since its system rebuild in March

18/09/2019

Did you know that as well as earning returns on the money you invest, with compound growth you also earn returns on your returns? For example, imagine you invest £10,000 and it grows by 5% to £10,500 – an increase of £500. If you keep your money invested, you’ll now start to make returns on ....

Could your pension be big enough for an early retirement at 55?Start young and invest regularly, learn more about the re...
24/06/2019

Could your pension be big enough for an early retirement at 55?

Start young and invest regularly, learn more about the realities of retirement...

https://tpllp.co/2X3FF3i

(Capital at risk)

When you think of life goals, chances are you’re dreaming of financial freedom and a long retirement. Maybe you’re telling yourself it is a distant fantasy, but don’t be so quick to despair of your retirement prospects. The reality is that the action you take now could mean enjoying an earlier...

"The sooner you start the more comfortable retirement you’ll have."Barney Hawkins, Investment Director, talks about the ...
15/05/2019

"The sooner you start the more comfortable retirement you’ll have."

Barney Hawkins, Investment Director, talks about the Savings Gap, dealing with market volatility, pound cost averaging, and key questions around retirement

https://youtu.be/Ov4ctnt7Lpo

(Capital at risk)

A look at the key questions around the Savings Gap.

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11 The Narrows, Harden
Bingley
BD161HY

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