Marc Perry - Financial Adviser
True Potential LLP is one of the UK’s most innovative financial services groups and has won numerous awards such as the recent Money Marketing awards for 2016:
• Best use of Technology for the third year running
• Best support service for the fifth year in a row
With over 20 years Financial Services Industry experience, 18 years of which giving financial advice to my clients, I truly believe the use of modern technology will revolutionise this industry which has been largely paper based.
I deliver straightforward and transparent advice in a simple and convenient way to my clients. The True Potential Technology provides clients with access to their investments 24/7 through their iPhone, Tablet or PC. I work very closely with my clients and they are able to reach me at all times including evenings and weekends by phone, email, text and by Secure Messages via their client site.
An innovation in the industry we call impulseSave®, this is our revolutionary, first-of-its-kind technology that helps you save your money in an instant. Simply login and invest from as little as £1, in an instant.
Most customers come to me through recommendation of a friend or family member and they tell me about their goals. Based on these goals and the time horizons of these goals I create portfolios for them; One might be for university, one might be for retirement and one to save for a house, and we manage each of these portfolios over time to minimise risk and cost to help clients stay on track for better investments.
The unique client portal gives clients a snapshot of their total net worth and how they are progressing towards your goals.
We will advise and make a recommendation for you after we have assessed your needs. Our recommendations will be based on a comprehensive and fair analyses of the market.
I cover the areas of Birmingham, Sutton Coldfield and the Midlands.
Marc Perry - Financial Adviser
True Potential LLP is one of the UK’s most innovative financial services groups and has won numerous awards such as the recent Money Marketing awards for 2016:
• Best use of Technology for the third year running
• Best support service for the fifth year in a row
With over 20 years Financial Services Industry experience, 18 years of which giving financial advice to my clients, I truly believe the use of modern technology will revolutionise this industry which has been largely paper based.
I deliver straightforward and transparent advice in a simple and convenient way to my clients. The True Potential Technology provides clients with access to their investments 24/7 through their iPhone, Tablet or PC. I work very closely with my clients and they are able to reach me at all times including evenings and weekends by phone, email, text and by Secure Messages via their client site.
An innovation in the industry we call impulseSave®, this is our revolutionary, first-of-its-kind technology that helps you save your money in an instant. Simply login and invest from as little as £1, in an instant.
Most customers come to me through recommendation of a friend or family member and they tell me about their goals. Based on these goals and the time horizons of these goals I create portfolios for them; One might be for university, one might be for retirement and one to save for a house, and we manage each of these portfolios over time to minimise risk and cost to help clients stay on track for better investments.
The unique client portal gives clients a snapshot of their total net worth and how they are progressing towards your goals.
We will advise and make a recommendation for you after we have assessed your needs. Our recommendations will be based on a comprehensive and fair analyses of the market.
I cover the areas of Birmingham, Sutton Coldfield and the Midlands.
Investment Planning 
Retirement Planning 