Amy Pugh True Potential

20/10/2026

Some of the biggest impacts on your finances don’t happen on Budget Day itself.

Changes to tax thresholds, pensions and savings rules can continue to influence financial planning for years after they’re announced. That’s why focusing on long-term goals, regular reviews and a clear financial plan can be more valuable than reacting to headlines.
As the Autumn Budget approaches, it’s worth understanding not just what’s announced, but what it could mean for your savings, investments and future plans over time.

Read more via the link in comments.

ISA eligibility and tax rules apply. You should ensure your contribution does not result in your total ISA contribution within the tax year exceeding £20,000.

Pension eligibility and tax rules apply. True Potential Wealth Management is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered in England and Wales as a Limited Liability Partnership No. OC356611

20/10/2026

✨ We’ve had a little makeover of our office ‘shop front’ recently, and today the finishing touch was added with our company name and logo! 🤩

A huge thank you to Chris & James at Tredeml Print for doing such a fabulous job, as always. 🙌

We’re absolutely delighted with how it’s turned out and think it looks fantastic! ❤️

15/10/2026

If you've got several 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

15/10/2026

Autumn can bring plenty of financial headlines, but the most important thing is staying focused on what you can control.

With the Budget approaching, interest rates still under the spotlight and household costs remaining a key consideration, now could be a good time to review your finances and make sure your plans still reflect your goals.

While economic events can influence markets in the short term, making decisions based on speculation can often do more harm than good. A long-term approach and regular financial reviews can help you stay on track through changing conditions.
Read more via the link in comments.

ISA eligibility and tax rules apply. You should ensure your contribution does not result in your total ISA contribution within the tax year exceeding £20,000.
Pension eligibility and tax rules apply. True Potential Wealth Management is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered in England and Wales as a Limited Liability Partnership No. OC356611.

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.