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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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 potential and rememberd from his notes to ask how my wife is doing because she has cancer.!! that is called being genuine. the try potential team are excellent.many thanks mr martin.

Reply from True Potential
The company is professional. You speak to humans every time you call, not automation.

Reply from True Potential

Reply from True Potential
Maria called me as soon as I put in the request online for a call, and arranged for an appointment at a convenient time. She gave me all the necessary details I would need for the appointment and thoroughly checked that I knew all the information I needed to complete before the meeting. Excellent service, thank you.

Reply from True Potential
Tom was so helpful with completing the annual review.
Very friendly service with patience.

Reply from True Potential
Sophia Higgins helped make my annual review easier when speaking on the phone

Reply from True Potential
I Spoke to Maya at True potential in reference to transferring in one of my pensions. For me this seemed a little daunting, but Maya was there to talk me through the whole process to it's conclusion.
I found Maya extremely professional with her advice and instructions, and never once did I feel rushed or panicked. For me, these kind of experiences worry me, but I felt I mattered.
I was then passed onto Hamish who also wad very patient and knowledgeable regarding my pension transfer. Brilliant customer service all round.
I have been a client of True Potential since 2019, and have always found them very easy to deal with, and will endeavour to sort any problems or enquiries I have.
Thanks again.
Kevin Andrews

Reply from True Potential

Reply from True Potential
Alex was very helpful with my Annual Review and stayed on line with me whilst I finished it. I suffer with form phobia so it was a great relief to have Alex on the end of the line.

Reply from True Potential

Reply from True Potential
Helpfulness of 3 staff members I dealt with on the phone. They were extremely patient, courteous and informative. I am not a regular internet user so it was reassuring to be dealing with staff who took time to explain each step of the review process, ensuring at each stage that security information was verified.

Reply from True Potential
Emily was a very pleasant, knowledgeable and professional young lady. Had all the answers I needed.

Reply from True Potential
Nice phone manner, lovely non intrusive conversation.
A beginning, middle & end which is a breath of fresh air nowadays.
First class customer friendly service.

Reply from True Potential
An overall helpful and pleasant experience dealt wth very efficiently.

Reply from True Potential

Reply from True Potential
Fantastic company, very efficient and helpful staff. Funds are very well managed and financial advise is always readily available. Highly recommend.

Reply from True Potential
Steven Wright was very pleasant and dealt with my request efficiently and professionally

Reply from True Potential
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