Transfer a General Investment Account

Exit purchase
1. Disclaimers
2. Investment
3. Eligibility
4. Portfolio Selection
5. Financial Advice
6. Account Setup
7. Identity Verification
8. Summary
9. Purchase

Here’s how it works:

1. Join

As you complete your online submission, we’ll assess your situation and gather the information we need, such as your current income, expenditure, assets, liabilities and attitude to investment risk.

2. Ongoing Service

We’ll create a bespoke financial plan that aims to reach your goals, by maximising growth opportunities, protecting your money from tax and optimising your personal finances.

3. Review

We’ll formally review your plan once a year to ensure it remains suitable for you, but we’re always here to support you if you have a question or your situation changes.

You can also join True Potential Wealth Management without choosing to take ongoing advice, but you won’t receive a bespoke plan or financial advice. If you choose this route, you can add ongoing advice at a later date

To benefit from our ongoing advice, please agree to the declarations below:

Financial advice

As part of our service, we offer ongoing financial advice to help you do more with your money. Your long-term goals are unique to you, which is why we’ll design a financial plan that’s personalised for your circumstances and aspirations. Our highly qualified financial advisers take a holistic approach to creating, supporting and reviewing your plan.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk Registered in England and Wales as a Limited Liability Partnership No. OC356611.

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