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1. Disclaimers

2. Investment

3. Eligibility

4. Portfolio Selection

5. Financial Advice

6. Account Setup

7. Identity Verification

8. Summary

9. Purchase

Income and expenditure

Primary source of income

Monthly income after tax ?

Your monthly outgoings ?

Do you have £0 in your emergency fund? ?

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Your monthly income and expenditure

Next we need some details on your financial situation so we can calculate the affordability of your contribution.

Affordability results

Your disposable monthly income:

£0

As you have no disposable income, we believe it's not suitable for you to invest at this time.

You have positive disposable income each month.

You have less than the recommended amount in your emergency fund. You should consider building this up to at least three months.

You have the recommended amount in your emergency fund.

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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