True Potential Group

Financial advice, ISAs, pensions and investment platform for UK individuals, delivered through regulated advisers and online tools

Newcastle Upon Tyne, United KingdomFounded 2015truepotential.co.uk Website technologies

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Highlights

New on EvolcAdded 2026-10-28

About True Potential Group

True Potential Group is a UK financial services group. It provides personal financial advice and investment services, including ISAs and pensions, and offers an online platform where clients can track and manage their investments. The group describes its model as hybrid advice, combining regulated adviser support with technology.

Its clients are UK individuals. The group reports more than 640,000 clients and £40.7bn invested on its platform, with figures as at 30 June 2026. It also serves financial advisers through adviser services and an adviser platform.

The business was launched in 2007, and the legal entity dates from December 2015. The headquarters is in Newcastle upon Tyne. Its leadership team includes a chairman, chief executives of several group businesses and a chief technology officer.

Product: Personal financial advice, investment portfolios, ISAs and pensions, with an online platform for tracking and managing investments.

Jobs at True Potential Group

No open positions listed right now.

Leadership

Gerry Mallon · Chief Executive Officer True Potential Group
Source: company website
Gregg Lang · Chief Executive Officer True Potential Adviser Services
Source: company website
Henrietta Jowitt · Chief Executive Officer True Potential Administration
Source: company website
Jeff Casson · Chief Executive Officer True Potential Investments
Source: company website
Stuart Dodson · Chief Executive Officer True Potential Wealth Management
Source: company website
Ben Thorpe · Chief Financial Officer True Potential Group
Source: company website
David Reid · Chief Technology Officer True Potential Group
Source: company website
Laura McCall · Chief People Officer True Potential Group
Source: company website

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