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info@trusthouze.co.uk
0161 643 4889

Savings & Investments

At Trusthouze, we understand that financial security is about more than just saving – it’s about making your money work for you.

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Helping You Plan for Life’s Important Events

Whether you’re planning for a major life event, looking to grow your wealth, or simply seeking better returns on your savings, we can help you find the right investment solutions.

Making Your Assets Work For You

True Potential Portfolios offer a suite of fully diversified, discretionary-managed investment solutions, giving you access to world-class investment managers. These portfolios are designed to:

  • Diversify your investments by asset class and geographic region.
  • Manage risk effectively while maximising growth potential.
  • Rebalance actively to ensure your portfolio stays aligned with your financial goals.

The portfolios are continuously monitored to ensure they perform within your chosen risk profile and remain positioned for future growth rather than reacting to past performance.

Defensive
Cautious
Balanced
Growth
Aggressive

All portfolios are available in pension ISA and bond tax wrappers

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Our Services

Stocks & Shares ISA – Tax-Free Growth

Maximise your annual £20,000 tax-free ISA allowance with a Stocks & Shares ISA, which can help you achieve higher returns compared to traditional cash ISAs.

Key Benefits:

  • Global investment exposure with access to expert fund managers.
  • Multi-asset strategies to balance growth and risk.
  • Tax-efficient investing to protect more of your returns.
“My deposit based ISA interest rate has dropped significantly over the years can you explain what my options are”

With UK interest rates at historic lows, savers seeking better returns can explore various investment options, including:

  • Stocks & Shares ISA – Potentially higher returns with diversified investments.
  • Onshore Investment Bonds – A tax-efficient way to grow your wealth over the long term.
  • Offshore Investment Bonds – Offering potential tax advantages depending on your financial situation.

True Potential Portfolio Options

We offer ten portfolios, aligned to five Morningstar risk profiles, ensuring an investment strategy that suits your comfort level:

  • Defensive – Lower risk with capital preservation focus.
  • Cautious – A balance of security and modest growth.
  • Balanced – Medium risk with a mix of assets.
  • Growth – Higher potential returns with increased risk.
  • Aggressive – Maximising growth potential for long-term investors.

All portfolios are available through pension, ISA, and bond tax wrappers, helping you optimise tax efficiency while growing your wealth.

Flexible Contributions with ImpulseSave®

With True Potential’s ImpulseSave®, you can top up your investments instantly, giving you the flexibility to contribute as and when it suits you.

By using True potentials impulse save you can contribute a variable amount as and when it suits or you decide which video is best as a third party view would be good.

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How can we help?

Whether you have a question, need advice or are ready to get started, we’re here to help.

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