True Potential

Tech-led restricted advice firm with proprietary platform.

Founded by David Harrison in 2007, True Potential built the most vertically integrated wealth model in the UK: in-house platform, fund range, CRM and client app. Cinven took a majority stake in 2022 valuing the group at ~£1.9bn. Renowned for slick consumer-facing tech (impulseSave®, in-app top-ups) and aggressive lead generation, with a self-employed adviser model.