Best Use of Technology by an Adviser

True Potential Wealth Management

It has been an interesting year for technology in financial services and this was reflected in some high quality contenders. However, it was True Potential Wealth Management’s "outstanding" approach that swung it for the judges, leading them to pick up the award for the second year running. The judges said the company was in a different class, with some "big ideas and a big future". They were particularly impressed by its ability to put the consumer at the heart of everything they do. "At a time when the consumer wants to embrace technology, they are presenting solutions in the most consumer-centric way," said one. Another said: "If they can promote themselves in the right way, the solution for the UK market is right there."

Highly commended
  • Alexander House Financial Services
  • Cornerstone Asset Management
  • LifeQuote of Direct Life and Pension Services
  • Money on Toast