True Potential to host free IFA investment forum

clock

Investment platform True Potential is set to host its inaugural Investment Forum for advisers next month.

The event, which will be held at the Birmingham ICC on Wednesday 5 October, is free for up to 500 IFAs. Workshops will cover specialist investment and pensions topics, plus there will be aadditional sessions from True Potential personnel on compliance and from the Wealth Platform Technical team. Keynote speakers include Kamakshya Trivedi, executive director at Goldman Sachs, and Tom Sheridan, CEO of Seven Investment Management. Daniel Harrison (pictured), senior partner at True Potential, said: "One of our core business strategies is to move ever closer to IFA firms, and through ho...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Poor platform service 'significantly' affects 54% of advisers

Poor platform service 'significantly' affects 54% of advisers

Exclusive: Down from 80% the previous year

Jenna Brown
clock 02 December 2025 • 2 min read
Mark Sanderson: Getting to the point of platforms

Mark Sanderson: Getting to the point of platforms

'Platforms are there to serve investors'

Mark Sanderson
clock 28 November 2025 • 4 min read
How is tech changing platform asset migration?

How is tech changing platform asset migration?

'Every transfer should be compliant, transparent, and in the client's best interest'

Tom Mullaly
clock 17 November 2025 • 4 min read