Amy Pugh True Potential

03/10/2026

Great news from our company, True Potential 🤩

We're incredibly proud to announce that True Potential has been named Best Use of Tech at the Investment Life & Pension Moneyfacts Awards.

This award recognises our ongoing investment in technology that helps financial advisers deliver a more efficient, connected, and engaging experience for their clients.

Innovation has always been at the heart of what we do, and this achievement reflects the hard work and dedication of colleagues across the business.

A huge thank you to our colleagues, advisers, and clients for being part of our success story.

12/09/2026

How to give cash to your loved ones, not HMRC

18/08/2026

Financial security isn't just about building savings and investments. It's also about protecting your income, supporting your loved ones and planning for the future.

In our latest blog, we explore the key areas of financial security, from protecting your income and lifestyle today to planning how your wealth is passed on in the future.

Link in comments.

This material is for general information only and does not constitute a personal recommendation or financial advice. Capital at risk. The value of investments can go down as well as up. Tax rules and eligibility apply.

15/07/2026

Could your cash savings be working harder for you?

We're excited to introduce True Potential Cash Savings, a new service delivered in association with Bondsmith, designed to make managing your cash savings simpler - all through your True Potential app or online account.

With a single application, you can:

✅ Access competitive savings rates from a marketplace of UK banks

✅ Open and manage multiple savings accounts

✅ View your cash savings alongside your investments

✅ Manage everything in one place

Find out more about True Potential Cash Savings. Link in comments.

30/06/2026

Nothing means more to our team than knowing our clients are happy with the service we provide.

11/06/2026

33 hour flying visit to the hometown of True Potential, exciting new products, improved client offerings and IT developments. Love working with a company that don’t sit still, striving to keep offering the best on the market.

12/05/2026

We are incredibly proud to announce that True Potential won Technology Firm of the Year at the Wealth and Asset Management Awards last week.

These awards highlight innovation, technological advancement and operational excellence in managing investments.

Winning this award is a reflection of the continued dedication to providing industry-leading technology and outstanding services, enhancing the experiences of both financial advisers and their clients.

29/04/2026

If you've got several small pension pots which you have accumulated over the years in different jobs but have no idea what they mean in real terms, we can help you to consider 'pension consolidation'.

We will find out full information about all the pensions for you and, if appropriate, bring them together into one place with a full online facility where you can see exactly what you've got and how the investment is performing.

Call the office on 01834 810077, send a DM or email [email protected] and our team will be happy to help you.
With investing, capital is at risk

02/04/2026

I am really proud to have been awarded the Business Growth Wales Award for ‘Legal & Professional’ (West Wales).

It meant a lot, after many years of hard work and commitment.

This would not be possible without my dream team, Sara Hicks and Heather Chambers, or my support at home, Warren Pugh. Thank you!

But just as important, my clients old and new. Thank you for your continued loyalty! I am lucky to love what I do ❤️