Use this application to view your portfolio performance data, contact your financial adviser, share documents and access revolutionary impulsesave technology.

This application is available to all clients of True Potential powered firms. Your access details are the same as your personalised website, if you do not know these contact your financial adviser who will be able to provide them.

The newly designed interface a lets you interrogate your financial information like never before.

This includes:

- New navigation and look
- Full portfolio information and valuations, along with checking the status of your financial goals
- The ability to impulsesave to quickly add amounts to your accounts
- Access to Asset Allocation X-ray
- Innovative document management and upload
- Personal details and your attitude to risk
- Adviser contact and mapping

Clients of TP Powered firms can contact their financial adviser if they do not have their login details.

What's New

Version 5.3.27

- Bug fixes
- Security updates - No longer shows screenshot of the app when backgrounding.

Ratings and Reviews

4.4 out of 5

1.5K Ratings

1.5K Ratings

Martin Hillman

Blagger 7&9

Fantastic service with all questions answered to my understanding!
Would recommend Mark Davis to any one with questions to do with pension investors tax !
Comes to see me once a year at my home at our time !
Thank you Mark !

Impulse save

Lynn Grundy

I find it really difficult to make an impulse save smoothly. Something always needs doing again eg this time my bank card has been renewed, I have put my new card details in but it’s not accepting them. I originally wanted to save each month for my 4 now ,5 soon to be 6 grandchildren but it takes forever especially if you need to do multiple savings

Developer Response

Hi Lynn, we apologise for the issues you've experienced. We'll look into the problems surrounding impulseSave and address them as soon as possible. Thank you for your feedback. True Potential Mobile Team.

It’s kind of ok


The app is very useful to take a quick look at things. But there are annoying things like the date range doesn’t change and the screen freezes or you get kicked out. I also think that you need to get someone with User Experience (ux) expertise to look at the layout as it is poor.

Developer Response

Hi peeblesrunner, thanks for your feedback! We will look at these issues and take the rest of the details on-board as we move forward.

True Potential Mobile Team


True Potential LLP
77.2 MB
Requires iOS 8.1 or later. Compatible with iPhone, iPad and iPod touch.
Age Rating
Rated 4+
© True Potential LLP


  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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