True Potential Reviews 21,597

TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Considering 6,593 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, patience, and professional demeanor, making interactions pleasant and productive. Many people highlight the exceptional customer service, appreciating the clear explanations and personalized approach received during calls and online interactions. The service provided is often described as excellent, with consumers noting the efficiency and ease of their overall experience, especially when dealing with complex requests. However, some customers also noted issues with long waiting times on the phone and a lack of a call-back option, leading to frustration. A few other people also felt that pension transfers were taking an excessively long time and involved being passed between different departments, causing inefficiency.

What people talk about most

Staff

Customers had positive experiences with staff, consistently praising their helpfulness, professionalism, and... See more

Customer service

Users describe positive interactions with customer service, highlighting the helpfulness, patience, and... See more

Service

Reviewers highlight positive aspects of service, consistently praising the excellent, efficient, and... See more

Customer communications

Customers consistently note positive experiences with contact, often praising the helpfulness and... See more

User experience

Clients share positive opinions on user experience, highlighting the ease of use and helpfulness of the app... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

I called True Potential first thing this morning for assistance with my onlne drawdown request. My call was taken by Abbie who I had never spoken to before. I could not believe the speed at which... See more

Company replied

Rated 5 out of 5 stars

Not having to speak to a robot is a good start and getting help with the online form from a friendly helpful clear speaking person made the experience much more pleasant. Thanks to Lorraine for that.... See more

Rated 5 out of 5 stars

I was contacted by Mr Galbraith to discuss my investment plan. I am elderly and hard of hearing. I find it hard to manage the internet and investments. He was very helpful and took time to explain and... See more

Company replied


Company details

  1. Financial Consultant
  2. Financial Institution
  3. Investment Company
  4. Investment Service
  5. Pension Fund
  6. Retirement Scheme Provider

About True Potential

Written by the company

With over 500,000 clients, £30 billion of assets on the platform and a decade of success, we’re experts in helping people reach their financial goals. Whether it’s planning for retirement, investing for growth or simply taking control of your finances, we’ve got the expertise to help.

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

How we offer you more.

Written by the company

Expert financial advice.
Long-term goals are unique to you, which is why we’ll design a financial plan that’s personalised for your circumstances and aspirations. Our highly qualified financial advisers take a holistic approach to creating, supporting and reviewing your plan.
Access to innovative investments.
We understand that you want two things from your investments, to maximise your returns within your chosen risk profile and reduce the risk of volatility. Our chosen investment solution, the True Potential Portfolios, aim to achieve both these goals whilst driving down costs.
Dedicated video, phone and email support.
When it comes to finances, having someone to talk to is essential. Our friendly customer care team are on hand to answer any questions you may have – whether it’s about your financial plan, your account, or money in general.
Award-winning technology.
As part of our service, you have 24/7 access to your whole financial plan with our mobile app and desktop site. This unrivalled view of financial life puts you in control and empowers you to do more with your money.

Contact info

Reach your true potential.

Tell us your financial goals and we can help you reach them.

4.9

Excellent

TrustScore 5 out of 5

22K reviews

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Rated 5 out of 5 stars

Very Helpful

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

May 15, 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Peter, thank you for taking the time to let us know about your experience. We're pleased to hear about the help that you received from Matthew.

Rated 5 out of 5 stars

Whenever I call you're all helpful…

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

May 11, 2026
True Potential logo

Reply from True Potential

Hi Peter, thank you for taking the time to let us know about your experience. We appreciate your feedback.

Rated 5 out of 5 stars

Straight forward contact

Straight forward contact. East to get to speak with a real person on the phone.

May 13, 2026
True Potential logo

Reply from True Potential

Hi Terence, thank you for taking the time to let us know about your positive experience.

Rated 5 out of 5 stars

The young man was very clear in his…

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

May 14, 2026
True Potential logo

Reply from True Potential

Hi, we are delighted to hear about your positive experience. Thank you for taking the time to leave a review.

Rated 5 out of 5 stars

Gabriel was very informative and…

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

May 15, 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Barbara, we're pleased to hear about the help you received from Gabriel. Thank you for taking the time to leave a review.

Rated 5 out of 5 stars

Support for a financial dunce!

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

May 15, 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Miles, we're delighted to hear about the help you received from Sumaiya. Thank you for leaving a review.

Rated 4 out of 5 stars

My experience was quiet good although…

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

May 15, 2026
True Potential logo

Reply from True Potential

Hi, Thank you for letting us know about your recent experience. We really appreciate your feedback.

Rated 4 out of 5 stars

More detail required in explaining forms

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

May 15, 2026
True Potential logo

Reply from True Potential

Hi Martin, we really appreciate the feedback you have provided. Thank you for telling us about your experience.

Rated 4 out of 5 stars

Good performing company

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

May 15, 2026
True Potential logo

Reply from True Potential

Hi Nathan, thank you for taking the time to let us know about your experience. We appreciate your feedback.

Rated 5 out of 5 stars

Rebecca Knowles was great

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

May 15, 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi, we are delighted to hear about the help you received from Rebecca.

Rated 5 out of 5 stars

Great service, great help!

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.

May 14, 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Richard, thank you for taking the time to let us know about your experience. We're pleased to hear about the help that you received from Amy.

Rated 5 out of 5 stars

Had a great telephone annual review…

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

May 15, 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Andrew, we're pleased to hear about the help you received from Lucy. Thank you for taking the time to leave a review.

Rated 5 out of 5 stars

Helpful and polite

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

May 15, 2026
True Potential logo

Reply from True Potential

Hi Chris, thank you for letting us know about your positive experience.

Rated 5 out of 5 stars

Telephone help

Really helpful on the telephone. Got through everything eventually. Her patience was commendable!!

May 15, 2026
True Potential logo

Reply from True Potential

Hi Dorothy, thank you for taking the time to let us know about your positive experience.

Rated 5 out of 5 stars

I had a query re my ISA account which…

I had a query re my ISA account which was answered quickly and accurately

May 15, 2026
True Potential logo

Reply from True Potential

Hi Steve, thank you for taking the time to let us know about your experience. We appreciate your feedback.

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