Joe Howard my agent helped me enormously being very patient and understanding, talking me through every step. I haven't been able to access my portfolio for over six months which has been very frustra... See more
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Written by the company
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
Written by the company
Gateway West, Newburn Riverside, NE15 8NX, Newastle upon Tyne, United Kingdom
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I contacted True Potential by telephone for assistance, was No.2 in the que.
Matthew successfully assisted me, I was grateful for his support, I did not feel at all rushed.
Happy to contact them again.
Peter

Reply from True Potential
Whenever I call you're all helpful which is good and very pleasant over the phone keep up the good work
Thank you

Reply from True Potential
Straight forward contact. East to get to speak with a real person on the phone.

Reply from True Potential
Friendly and professional call. They are a good outfit.

Reply from True Potential
The young man was very clear in his tone and pleasant. He engaged with me in good conversation and listened to my responses to questions asked. He had good humour and seemed to know what he was doing, they don't always!
All in all very happy

Reply from True Potential
Whilst this was an independent decision our regular advisor has helped us so much being reasonably inexperienced with investments

Reply from True Potential
Gabriel was very informative and professional in his approach making me feel safe and comfortable to answer questions he asked 5star👍

Reply from True Potential
Sumaiya walked me through what I needed to complete in my profile asking pertinent questions every step of the way
Perfect for a financial dunce like me

Reply from True Potential
My experience was quiet good although it did not take long the person called me late.

Reply from True Potential
Returning calls and attending to concerns generally good, but on a few occasions things were not explained in more detail which means I had to make more phone calls to understand some adminstration

Reply from True Potential
Maya was absolutely fantastic and really helped me process everything. She was very patient.

Reply from True Potential
Good performing company. One occasion a prearranged call failed to happen, other than that ok.

Reply from True Potential
very helpful very friendly and knowledgeable. would definitely recommend.

Reply from True Potential
Rebecca Knowles was very polite and friendly on the phone and she knew immediately about the issue I was having and what the solution was and she sent me a nice email

Reply from True Potential
I was requesting to action a one off drawdown and required some guidance to get it right first time.
I was assisted by Amy Horsman, one of the True Potential staff, who phoned me promptly, was not patronising but extremely helpful and professional.
It has confirmed my decision to choose True Potential as a good one.

Reply from True Potential
Had a great telephone annual review with Lucy Walker. She was organised, efficient, understanding and informative at all times.

Reply from True Potential
Helpful and polite
Knowledgeable
Accurate
Answered the Questions I asked without trying to lead me elsewhere

Reply from True Potential
Really helpful on the telephone. Got through everything eventually. Her patience was commendable!!

Reply from True Potential
I had a query re my ISA account which was answered quickly and accurately

Reply from True Potential
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