MD Wealth Management

Financial Advisory Servicesmd-wealthmanagement.co.uk

MD Wealth Management is a three-person, FCA-regulated UK financial advisory practice in Long Stratton, Norfolk, operating under True Potential Wealth Management LLP and serving individual clients with pensions, investments, cashflow modelling, protection, long-term care and inheritance tax planning via the True Potential Wealth Platform.

Company typePrivate
Founded2018
HeadquartersLong Stratton, United Kingdom
Headcount1–10
GTM typeB2C
OfferingServices

What MD Wealth Management does

MD Wealth Management is a UK-based, FCA-regulated financial advisory practice operating from Long Stratton, Norfolk, with a team of three (lead adviser Michael Duale, office manager September Millett-bangs and financial adviser Harry Timson). It is registered as M.D Wealth Management Ltd and partners with True Potential Wealth Management LLP to deliver regulated financial advice across pensions and investments, cashflow modelling, protection, long-term care planning and inheritance/estate planning. The practice serves UK individual consumers across four core segments: pre-retirement and retirement planners, family protection seekers, estate and inheritance planners, and later-life care planners.

The underlying technology is True Potential's Wealth Platform, a proprietary financial planning and investment management system that provides 24/7 account access, cashflow modelling, Advanced Diversification portfolio construction, impulseSave (on-demand top-ups) and True Potential Rewards (retail cashback across 4,000+ retailers). Michael Duale holds Chartered Financial Planner status and is pursuing Fellowship; Harry Timson is on a two-year programme toward Chartered status. The platform enables scalable delivery of diversified portfolios, no-fee tax wrappers, mortgages and equity release products on a single regulated infrastructure.

The business model combines recurring fee-based financial advisory revenue with platform management fees and transaction commissions on protection, mortgage, equity release and pension products. Go-to-market is relationship-led and referral-driven, supported by an organic digital presence (LinkedIn, podcast, social channels) under the True Potential brand. Customers are individuals and households rather than institutional or enterprise accounts, with the network (not the practice) reporting £37 billion AUA across over 600,000 clients and 20 industry awards in 2025.

MD Wealth Management firmographics

Firmographics

Name: MD Wealth Management
Legal name: True Potential Wealth Management LLP
Website: https://md-wealthmanagement.co.uk
Company type: Private
Founded year: 2018
Operating status: Operating
Headcount range: 1–10 employees
Short description: MD Wealth Management is a three-person, FCA-regulated UK financial advisory practice in Long Stratton, Norfolk, operating under True Potential Wealth Management LLP and serving individual clients with pensions, investments, cashflow modelling, protection, long-term care and inheritance tax planning via the True Potential Wealth Platform.
Ownership category
akta.pro rank

MD Wealth Management industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Insurance and Employee Benefit Funds (5251)
SIC: Investment Advice (6282), Finance Services (6199), Life Insurance (6311)
akta.pro industry: PRIMARYFSAAAAAH
Discretionary Portfolio Management (Retail)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management
SECONDARYFSAAAAAJ
Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

Keywords

Financial planning
Wealth management
Retirement planning
Investment advisory
Protection services

Where MD Wealth Management is headquartered

Location

Headquarters

HQ city: Long Stratton
HQ country: United Kingdom
HQ region: Europe

Offices2 records

Markets served

MD Wealth Management business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

Financial Advisory Fees: Fee-based financial planning and advisory services delivered by chartered financial planners
Investment Platform Management: Management fees from the True Potential Wealth Platform where client investments are held
Commission on Financial Products: Commissions from protection products, mortgages, equity release, and pension products

Pricing tiers

Model	Billing	Price
Other	Annual	Personalised Financial Advice

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

MD Wealth Management product offering

Product offering

Core offering

MD Wealth Management is a chartered financial planning practice that delivers personalized advice on pensions, investments, protection, cashflow modelling, and inheritance, estates and tax planning to individual UK clients. The practice operates under the True Potential Wealth Management LLP brand, using True Potential's integrated wealth platform to provide ongoing investment management, 24/7 account access, and automated savings tools.

Product overview

MD Wealth Management operates as part of True Potential Wealth Management, a unified financial advisory service offering multiple integrated financial products. The core offering includes Pensions & Investments for retirement planning, Cashflow Modelling for financial projections, Protection coverage, Long-Term Care planning, and Inheritance/Estates/Tax services. These services are delivered through True Potential's award-winning technology platform, which provides clients with tools like impulseSave for on-demand contributions and True Potential Rewards for retail cashback. The platform enables 24/7 account access and integrates advanced analysis capabilities for comprehensive financial planning.

Differentiator

Problem solved

Functional benefit

Products and services

Pensions & Investments Personalized pension and investment advisory and ongoing portfolio management for individual UK clients, delivered through the True Potential wealth platform with access to diversified investment options.
Cashflow Modelling Financial planning service that models income, expenditure, assets, and liabilities over time to help individual clients visualize and plan their long-term financial position.
Protection Advice on life cover and income protection products to safeguard individual clients and their families against life and health risks.
Long-Term Care Advisory service helping individual clients plan and fund future care needs through specialist long-term care solutions.
Inheritance, Estates & Tax Planning Advice on inheritance tax mitigation, estate structuring, and tax planning to preserve and transfer client wealth efficiently.

Quantifiable outcome

Over 600,000 clients served across True Potential network
+2 more outcomes

Companies that use MD Wealth Management

Customer profile

Named customers1 record

Segments4 records

Ideal customer profiles1 record

MD Wealth Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature4 records

MD Wealth Management partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

True Potential Wealth Management LLPcoreStrategic or Co-development PartnerMD Wealth Management operates as an adviser practice within the True Potential network. The partnership provides access to True Potential's award-winning technology platform, Advanced Diversification investment strategies, and regulatory infrastructure. Michael Duale advises primarily on strategy funds and tax wrappers held on the True Potential Wealth Platform.

Scale indicators5 records

Recent moves5 records

Expansion highlights3 records

MD Wealth Management competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

MD Wealth Management compliance and trust

Trust signal

Compliance2 records

MD Wealth Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

MD Wealth Management leadership team

Management profile

Number of profiles

Profiles3 records

MD Wealth Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

MD Wealth Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MD Wealth Management

What does MD Wealth Management do?

Is MD Wealth Management a public or private company?

MD Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was MD Wealth Management founded?

MD Wealth Management was founded in 2018. It employs 1 to 10 people.

Where is MD Wealth Management based?

MD Wealth Management is headquartered in Long Stratton, United Kingdom, in the Europe region.

How does MD Wealth Management make money?

Three revenue lines are on record. Financial Advisory Fees are the primary driver. The others are investment Platform Management and commission on Financial Products.

Does MD Wealth Management have an API?

No public API is recorded for MD Wealth Management.

What industry is MD Wealth Management in?

MD Wealth Management's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.