Strong US equity markets & tax year end on the horizon | Do More With Your Money

With a milestone 30 billion on the True Potential platform, our team look back over February, the strong month in equity markets driven by the US, our technology updates, and the strength of our client communications with the tax year end on the horizon.
00:00 - 01:18- Introductions
01:18 - 2:36 Summary of February, a thank you customers and a milestone of £30 billion
02:36- 06:21 The “magnificent 7” stocks driving 74% of market returns so far this year
06:21 - 08:06 A stabilising market and a much more positive outlook
08:06 - 10:01 Annualised growth against a backdrop of major economic change
10:01 - 13:15 Technology updates, the power of data and overcomplicated processes
13:15 - 15:22 How Power of Attorney can help you
15:22 - 16:24 We build features people want
16:24 - 19:34 Tax Year End FAQ
19:34 - 23:16 Our community impact the tangible positive outcomes it provides
23:16 - 26:40 The team looking ahead to the rest of March
26:40 - 28:30 Helping clients get the most as tax year end approaches
28:30 - 29:35 Final thoughts
Our conversation with Susan Hunter of the Newcastle Eagle's Community Foundation, watch here: • Introducing True Poten...
Download our free guides to ISAs and Pensions at www.truepotential.co.uk/ourgu....
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