I rang the office today and spoke to Mathew scorer who went through everything with me and sorted everything out for me. his manner was excellent professional and polite. Mathew is a credit to true po... See more
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The True Potential approach aims to help you do more with your money by providing expert financial advice (True Potential Wealth Management), innovative investments (True Potential Investments), dedicated support, and award-winning technology.
Once we’ve set up your personal financial plan, you can track every aspect of it by app and online. If you ever want to make a change, add some money or make a withdrawal, it’s only a few taps away. Plus, whenever you have a question our friendly Relationship Management Team are here for you.
If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options.
With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.
True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk
True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority, FRN 527444. www.fca.org.uk Registered in England and Wales No OC356027
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Gateway West, Newburn Riverside, NE15 8NX, Newastle upon Tyne, United Kingdom
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My phone call was answered very quickly without going through lots of menus, unlike other companies.
My query was dealt with straight away and the lady answering my call was very efficient and helpful

Reply from True Potential
The company was very professional in the way they doubt. With my inquiries, and they was able to fulfil all my request I wanted. The agent was very polite and patience. I had some difficulty doing some things and she taught me through. It stays by stays and she was very patient and helpful. I really appreciate.That and I would recommend that company to my friends and family. If they need similar services

Reply from True Potential
I have found true potential to be supportive and helpful , I believe that they give me the correct information to make sensible decisions to grow my investments - Special mention to John Britton who has given me strong information and to Steven Wright who led me through processes to ensure that my wishes are carried out

Reply from True Potential
Hamish was very pleasant helpful and was able to initiate my request great service

Reply from True Potential
Regan who i was speaking to made me feel important and she explained everything she was saying in a very pleasant and kind manor

Reply from True Potential
Got through in a reasonable time. Agent addressed issue with efficiency and courtesy.

Reply from True Potential
Phoned True Potential for assistance in completing the required idenity verification checks and received help from Natasha who was exremely pleasant and patient with me. As a result the checks successfully completed.

Reply from True Potential
In an age when passwords and security are becoming necessarily rather opaque and difficult Misba was accurate, patient and never rushed anything. Thank you

Reply from True Potential
The True Potential Advisor was extremely helpful and patient while assisting me to sort out my pension payments for the next year.

Reply from True Potential
Oceana , was the Advisor who took my call and I found her very helpful , friendly and extremely knowledgeable. Oceana was able to provide me with all the necessary information regarding transferring an existing pension over to True Potential. It was nice to speak to someone so efficient.

Reply from True Potential
Fantastic service, talked me through all pensions and investments .very patient and polite.

Reply from True Potential
I'm having issues with ID verification. I have not received a email or text to proceed.
Friendly and professional service from Tom - Senior Client Relationship Manager.

Reply from True Potential

Reply from True Potential
Find help and advice very clear and always supportive. All staff are extremely friendly and polite.

Reply from True Potential
Chloe called on time and guided me through the ISA top up process quickly and efficiently.

Reply from True Potential
Had a chat with Nathan Burke this morning who help me by guiding me through the process of setting up my drawdown from my portfolio in a very professional and concise manner and made it easy to understand the process.
Many thanks Nathan and best regards
Chris

Reply from True Potential
David Adams was able to provide all the help I needed. Excellent, professional service and very efficient and effective.

Reply from True Potential
Phoebe Stephenson was extremely helpful today x

Reply from True Potential
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