Exclusive: True Potential CEO warns about high bids for firms

Daniel Harrison, chief executive of recently-acquired Financial Planning and wealth management firm True Potential, has warned owners of Financial Planning firms to beware of over-generous offers for their businesses.


Cinven swoops on True Potential

Private equity firm Cinven is to acquire one of the UK’s largest financial advisory firms, wealth manager True Potential.


Private equity close to buying True Potential - reports

Sky News is reporting that private equity firm Cinven is close to sealing a deal to buy North East-based wealth manager and Financial Planner True Potential.


True Potential sees profits soar 59% in 2020

Wealth manager and platform True Potential has reported group turnover up 28% to £184.9m and group profit up 59% to £74m in its 2020 results.

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