Your questions have been flooding in for our monthly Q and A! Today you'll hear from our expert panel on everything from investments to technology. 👉We are now 50 days on from the Coronavirus market low, Jeff Casson talks about the global market improvements we are seeing 👉Investors in the True Potential Balanced Portfolio would have enjoyed a 15.6% increase on their investment since the fund hit its low point on the 23rd March 👉What's next for True Potential's award winning technology? How are we further looking to help Clients and Advisers? 👉Given the recovery in markets, was the economic impact of Coronavirus over-exaggerated? 👉We have two Birthday celebrations! Happy Birthday to Dianne Pattison, Head Of Delivery, and Happy Birthday to Daniel Harrison, True Potential Chief Executive 👉Chris Leyland's Lasagne Lunch - Did he really make it from scratch? The panel investigates 👉True Potential's charity and C-19 Business Pledge involvement. Please support our colleague Steve Thornton's fundraiser https://www.justgiving.com/campaign/HairforHeed
True Potential's Investment Management Team present a special look at the markets as we exit lockdown, and there's also increased political rhetoric between the USA and China. What can investors expect as the world starts up again? 👉Trump versus Twitter, Biden, and China 👉True Potential Portfolio performance, looking back on another positive month 👉What will happen in UK markets as lockdown is lifted? 👉How will a socially distanced society look? 👉The team preview the week ahead for markets 👉Paul Durrans, Investment Director, makes his DMWYM debut 👉Chris Leyland, Director Of Investment Strategy, contemplates takeaway pints
Do more with your money by listening to our Pensions podcast special, with our experts explaining the key parts of pensions and retirement savings.
👉What to do when you’re young, how that changes as you approach retirement, your pension options when retiring
👉Earl Glasgow, True Potential Founding Partner, makes his DMWYM debut
👉Simon Wigdahl, Financial Adviser, joins the panel to talk about his role and how he's been communicating with clients during lockdown
👉Chris Leyland, Chief Investment Officer, reflects on another positive week in the markets
👉Rebecca Wright, Head Of Client Servicing, explains auto enrolment and workplace pensions
👉How much do you need to invest in a Pension?
👉The importance of getting started now, no matter how young you are, in building your Pension investment
👉The importance of goals and how True Potential technology could help your Pension journey
👉Lots of laughs in another exciting episode of Do More With Your Money
#pensions #investing #saving
Former Secretary Of State For Education, The Right Honourable Justine Greening, joins the Do More With Your Money Podcast for a chat about the C-19 Business Pledge she co-founded with True Potential Chairman David Harrison. 👉Justine talks about life on lockdown 👉Jeff Casson, Chief Investment Officer, on what happened in markets this week 👉Justine talks about big government decisions and her time as an MP 👉David Harrison's verdict on new Bank Of England Governor Andrew Bailey 👉Justine talks about her experience working with Chief Medical Officer Professor Chris Whitty on the 2014-16 Ebola outbreak 👉Justine and David discuss the C-19 Business Pledge and Social Mobility Pledge which they co-founded - "Businesses are stepping up to level up the country." 👉The latest news and politics discussion, and the usual laughs in another exciting episode of Do More With Your Money
In our monthly Q and A, you ask the questions!
👉Barney Hawkins, Investment Director, makes his DMWYM debut
👉A look at the remarkable recovery of markets in April
👉Lockdown is close to being lifted - what will this mean for you?
👉True Potential's plans for opening Head Office back up
👉Cash ISA versus Stocks And Shares ISA - the panel weigh in
👉"History doesn't repeat itself, but it rhymes" How does the Coronavirus crisis compare to the 2008 financial crisis and the Wall Street Crash?
👉A look at some of the fun True Potential staff have enjoyed when working from home
👉True Potential's Charity Challenge week and £5,000 donation to St Cuthbert's Hospice - how did Barney get on with his challenge?
👉What will the panel be doing for VE Day?
The Do More With Your Money panel look at how the Coronavirus COVID-19 is changing the way consumers and businesses interact. 👉George Bell, Investment Analyst, makes his DMWYM debut, bringing his expert analysis on what has happened in the markets this past week. 👉The panel share how their consumer habits have changed 👉Does social distancing present an opportunity to spend less and save more? 👉How Anti Fragile businesses are best placed to come through this period even stronger 👉What will post-lockdown life look like? 👉David Harrison's Tropics trivia 👉Did David Harrison watch Tiger King?
The True Potential Investment Management Team are joined by Steve Hutton, Head Of Wealth Management, and Chairman David Harrison for a discussion on markets, investing, and everything that is going on right now. 👉Jeff Casson, Chief Investment Officer, on what we are seeing with Oil prices and markets 👉David Harrison shares a story on a surreal visit to Oklahoma, USA, he made some years ago 👉The dangers of do it yourself investing and why you can't time the market 👉A look at cash savings and Cash ISAs - are you losing money without realising it? 👉Why global diversification matters 👉Are you using your tax allowances?
💥New Episode! We've freshened the DMWYM Panel up for a look at the True Potential 2019 Annual Report, analysis of continued Market recovery, and a chat about the lockdown extension. 👉Go behind the numbers and learn about the successes True Potential had in 2019, with a discussion on the recent publication of the True Potential Annual Report 👉Dianne Pattison, Digital Delivery Manager, explains the True Potential Platform innovations we've made 👉Market recovery: US market up over 25% since March 23rd, UK market up around 15% - why is the news media ignoring this? 👉The panel's thoughts on life on lockdown as social distancing is extended 👉While the majority of True Potential staff are working from home, Gregg Lang, Head Of True Potential Adviser Services, is managing a small team on essential tasks at True Potential Head Office. Go behind the scenes of 'Site 2' operations. 👉Maddie The Pug makes an appearance and plenty of laughs in another exciting episode of Do More With Your Money
💥New episode!💥 #12 New Tax Year, Rising Markets And Coronavirus Latest
It has been another positive week in global markets, and the panel discuss how investors can do more with their money with the new tax year now underway. It is another action packed hour, enjoy! 👉Mark Henderson looks at strengthening markets, with the US rallying to a technical bull market 👉Do the panel think lockdown will continue? How is the Coronavirus response evolving? 👉How the British public are smarter than the Media's agenda 👉The new tax year and the importance of using your allowances 👉The power of a Pension, are you doing more with your money? 👉How True Potential is doing more through charity during the Coronavirus 👉The panel talk about their easter weekend plans for home isolation 👉David Harrison explains the friendly rivalry between Newcastle and Sunderland
The Do More With Your Money panel are back to answer your questions in a Q & A special. There's also a look back on what March meant for markets, the latest on Oil Prices, discussion on the Government's handling of the Coronavirus, and much more! 👉David Harrison returns to the show 👉Donald Trump's ability to change the markets with a tweet 👉The importance of diversification and long term investing explained 👉Jamie Sexton, Head Of Centralised Advice, on what he's hearing from clients and how True Potential's 'business as normal' working from home has succeeded 👉The end of tax year and how True Potential's impulseSave® can help you use your allowance before your lose it 👉"Lions led by donkeys" The problem with bureaucracy in the NHS 👉Home working - David Harrison has a boss all of a sudden and is late to do the hoovering
To see more from us, please follow us on: 👉Instagram: https://www.instagram.com/truepotentialllp/ 👉Facebook: https://www.facebook.com/TruePotentialLLP/ 👉Twitter: https://twitter.com/TruePotential_ 👉LinkedIn: https://www.linkedin.com/company/true-potential-llp/ #investing #coronavirus #markets
New Episode! There's no stopping the Do More With Your Money podcast! Today our expert panel discuss the Government's three week lockdown, what we've seen in improving markets this week, life working from home, and True Potential's involvement with the C-19 Business Pledge. 👉Daniel Harrison, True Potential Chief Executive, on True Potential's successful business as usual transition to home working and projects he has put into place to look after staff. 👉Rebecca Wright, Head Of Client Services, (and her dog) provide an update on what clients are asking and how True Potential is doing more for clients. 👉Peter Bould, Head Of Corporate Affairs, is surprised to have had a standing ovation for putting the bins out last night. 👉We'll run a Do More With Your Money Q & A next week, if you have a question for the panel then leave it in our comments or email email@example.com Want to appear on the panel as a guest? Also email firstname.lastname@example.org for the chance to feature in a future podcast. To see more from us, please follow us on: 👉Instagram: https://www.instagram.com/truepotentialllp/ 👉Facebook: https://www.facebook.com/TruePotentialLLP/ 👉Twitter: https://twitter.com/TruePotential_ 👉LinkedIn: https://www.linkedin.com/company/true-potential-llp/ #markets #business #coronavirus
The Do More With Your Money Podcast is back! #9 How Coronavirus Is Changing Work, Life, Politics And Markets
David Harrison, True Potential Chairman, calls in to the Do More With Your Money panel to discuss how Coronavirus is changing work, life, politics and markets.
👉The panel's verdict on Boris Johnson's daily brief
👉Expert analysis on what we've seen in markets this week
👉David Harrison talks about his week working from home
👉How is society changing through Coronavirus?
👉True Potential's preparations for business as usual
👉True Potential lead the way in signing the C-19 Business Pledge
👉True Potential staff fundraise for local charity - thank you and well done to all our employees for their efforts this week!
💥 New Episode 💥 The Do More With Your Money panel explains True Potential's reaction around the Coronavirus, and offer their thoughts on what we learned from the UK Budget. 👉Did the panel think this was a good UK Budget? 👉Donald Trump's need for greater co-ordination on Coronavirus 👉Mark Henderson's expert analysis on recent Market volatility 👉"Tough times don't last, tough people do," David Harrison explains his anti-fragile philosophy for business success 👉Daniel Harrison explains how True Potential have taken action early to ensure the business isn't impacted by the Coronavirus #coronavirus #business #politics
The Do More With Your Money panel preview next week's UK Budget. Chairman David Harrison returns, and there's also a discussion on the latest Coronavirus developments.
👉What could the Budget mean for you?
👉What does an ideal Budget look like to the Do More With Your Money panel?
👉Global markets and the Coronavirus
👉David Harrison on being an Entrepreneur
👉What is the panel’s drink of choice to toast the budget?
Please submit your questions by emailing: email@example.com Want to appear on the panel as a guest? Also email firstname.lastname@example.org for the chance to feature in a future podcast.
You've asked us, and we've answered! The Do More With Your Money panel respond to the client questions we've been sent, and go in-depth on the latest Coronavirus impact on the markets. Featuring Daniel Harrison, True Potential Chief Executive, Chris Leyland, Director Of Investment Strategy, Jamie Sexton, Head Of Centralised Advice, Rebecca Wright, Head Of Client Servicing.
Do More With Your Money looks at the USA and Donald Trump, what can we expect for the economy in election year 2020? With True Potential CEO Daniel Harrison, True Potential Chairman David Harrison, Peter Bould Head Of Corporate Affairs at True Potential, and Jeff Casson True Potential Investment Officer.
-Trump claims record success with the US economy, is this Trump bluster or has he genuinely achieved positives?
-What does the US election mean for markets?
-Why Trump needs an enemy and how he uses Twitter for political calculations
-Are any of the Democrat candidates capable of challenging Trump?
-Will Trump win re-election later this year?
-Will the UK and US do a post-Brexit trade deal?
-The issue of immigration in US and British politics
-Is David Harrison on social media? What does he think of Twitter?
The Do More With Your Money Podcast looks at the impact of increased connectivity in relation to both HS2 and Coronoavirus. Plus, a look at what happened with Chancellor Sajid Javid . With True Potential CEO Daniel Harrison, True Potential Chairman David Harrison, Peter Bould Head Of Corporate Affairs at True Potential, and Mark Henderson, True Potential Senior Partner
The Do More With Your Money Podcast looks at the start we've made to 2020. With True Potential Chairman David Harrison, Peter Bould Head Of Corporate Affairs at True Potential, and Jeff Casson True Potential Investment Director. We are also joined by Head Of Wealth Management, Steve Hutton.
The Do More With Your Money Podcast is back, this week our expert panel discuss everything you need to know about a busy and successful start to 2020...
👉We are now outside the EU, what was the market reaction and what happens next?
👉What's happening with trade deals and the Government's next moves?
👉The latest on China / US, what's going on with Huawei?
👉A look at True Potential's best ever month.
👉How the mobile phone replaced the television in tech development.
👉David Harrison talks about receiving fan mail and being made to watch soap operas.
SHOW MOREThe Do More With Your Money Podcast looks at Brexit. With True Potential CEO Daniel Harrison, True Potential Chairman David Harrison, Peter Bould Head Of Corporate Affairs at True Potential, and Jeff Casson True Potential Investment Director.
Daniel Harrison, True Potential Chief Executive, is joined by David Harrison, True Potential Chairman, and Jeff Casson and Mark Henderson from the True Potential Investment Management team. Their roundtable discussion centres around China and the recent trip they made for the Greater China Conference in Shanghai.