Daniel Harrison

[FT Adviser @FTAdviser]

True Potential's Daniel Harrison resigns as CEO https://t.co/rgMElhl989

[TISA @uktisa]

🎉 TISA's Big Picture Conference 2024 - Highlights 🌟

Yesterday, we gathered leading voices from the financial services industry for TISA's Big Picture Conference 2024 in partnership with @CMS_law and fscom. Check out some highlights from the day >

[True Potential @TruePotential_]

Yesterday we had the pleasure of celebrating True Potential’s half year update in front of our 600+ head office staff.

A huge thank you to everyone who came. We look forward to continuing the great results as we go into the second half of the year.

[True Potential @TruePotential_]

With a General Election announced for 4th July, our expert panel outline True Potential’s reaction, our expectations for the outcome and why the Prime Minister has decided on a summer election. With commentary on how True Potential navigate changes in government and how we manage client’s money through political shifts, how could a change in leadership affect markets and most importantly, your money?

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.

Watch here - https://t.co/IN58IZ6roM

#GeneralElection #Politics #TruePotential

[True Potential @TruePotential_]

At True Potential, we are exploring ways to use new technology to tailor our service to be more personal and efficient.

Our CEO, Daniel Harrison talks to @ftadviser on the future of advice being hyper-personal.

Read the article here - https://t.co/ugjkIvP6GG

#TruePotential

[True Potential @TruePotential_]

In our review of April, our expert team look at the performance of the True Potential Portfolios and discuss AI tech updates, common client queries and our upcoming May seminars.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. ISA and Pension eligibility criteria apply and tax rules can change at any time.

Watch the podcast episode here - https://t.co/4FedZXL6Jp

#AI #Seminars #DoMoreWithYourMoney #TruePotential

[True Potential @TruePotential_]

To celebrate National Wear Your Football Shirt Day, we've encouraged our Head Office team to sport their favourite football tops ⚽️

The day has also been a great way for staff to support our charity of the month the Newcastle Hospitals Charity. The charity aims to improve the health and wellbeing of people in the North East and beyond.

You can donate to the charity by using the link:
https://t.co/m6bC5Nz6uJ

#TruePotential

[True Potential @TruePotential_]

Today our Chief Executive Daniel Harrison spoke at NextWealth Live 2024, explaining how technology is at the heart of our client experience @Next_wealth.

Read the article here - https://t.co/O6CJ4OJA1E

#NextWealthLive #TruePotential

[True Potential @TruePotential_]

With the Tax Year End 2024 rapidly approaching, join our expert panel for everything you need to know and how it affects you. We also cover changes to Pensions and ISAs and how you can more effectively manage your money.

Watch here - https://t.co/EKdIekzkAH

#DoMoreWithYourMoney #TruePotential

[Professional Adviser @Profadviser]

True Potential CEO on building technology for the client https://t.co/IJeuXtLdjl

[Daniel Harrison @danh12345]

True Potential CEO on building technology for the client https://t.co/wyPGqczXVP via @profadviser

[NextWealth @Next_wealth]

“Advice to a member of the public is very different from what we discuss as advice in this room.” Clients are looking for the industry to translate the complex into simple for them. The challenge is that simplicity is extraordinarily difficult to achieve. #NextWealthLive

[Money Marketing @_moneymarketing]

True Potential surpasses £30bn in AUM as client and adviser numbers grow
https://t.co/cQCEydCxVj

[True Potential @TruePotential_]

We’re thrilled to introduce our newest charity partner the Newcastle Eagles Community Foundation.

The foundation's aim is to get as many children as possible playing basketball and sports across the North East, encouraging them to stay healthy, keep active, have fun, make friends and develop as young people.

Watch our interview with Susan Hunter, Chief Operations Officer, to learn more about the different programmes and fantastic support they offer - https://t.co/5pIS9mimc5

[True Potential @TruePotential_]

With a milestone of £30 billion on the True Potential platform, our team look back over February, the strong month in equity markets driven by the US, our technology updates, and the strength of our client communications with the tax year end on the horizon.

Watch the episode here - https://t.co/9n6RgKf8A0

#DoMoreWithYourMoney #TruePotential

[True Potential @TruePotential_]

True Potential now have the privilege of looking after £30 billion for our clients, having increased our assets under management by 22% in the last year.

Read the full article below:
https://t.co/cMuTYPsaNh

[Professional Adviser @Profadviser]

True Potential platform growth sees assets soar 22% to hit £30bn https://t.co/EVBzIbOyt7

[Professional Adviser @Profadviser]

True Potential CEO: How AI is helping fill the advice gap problem https://t.co/LNlzfWA45a

[Newcastle United Foundation @NU_Foundation]

Presenting our award winners! 👏

A group of truly inspirational people, we have had an incredible evening celebrating their amazing achievements 🙌

[True Potential @TruePotential_]

In this week's Do More With Your Money episode, join Chief Executive Daniel Harrison for a look back at an eventful month, including a review of investments, our view on the economy and an update on our charitable fundraising.

The panel also cover our extended opening hours, our revolutionary Annual Suitability Review process and the factors contributing to positive Portfolio performance.

Watch here - https://t.co/mggCmnuBt2

#DoMoreWithYourMoney #TruePotential