True Potential Reviews 21,489

TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Looking at 6,681 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, professionalism, and friendly demeanor, making interactions pleasant and productive. The customer service is frequently highlighted as exceptional, with many people appreciating the personalized and efficient approach to their inquiries and needs. The overall service is often described as excellent, with consumers noting the ease of contact and the smooth user experience, particularly with online processes and the app. However, some people were dissatisfied with the company's efficiency, mentioning difficulties in updating details and the need for constant follow-up. A few other people also felt that the process of withdrawing their pension was made unnecessarily complicated, leading to frustration.

What people talk about most

Staff

Clients share positive opinions on staff, consistently highlighting their helpfulness, professionalism, and... See more

Customer service

People report positive experiences with customer service. Customers consistently praise the helpfulness and... See more

Service

Users describe positive interactions with service, consistently praising the professionalism, efficiency, and... See more

Customer communications

Reviewers highlight positive aspects of contact. Customers consistently report quick, efficient, and... See more

User experience

Reviewers mention positive feedback about user experience. Customers consistently praise the helpfulness of... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Corey Mckeown rang to discuss my annual review I had just completed. Went through a few security checks, before asking some questions about the information I had filled in. Made sure I was still happ... See more

Company replied

Rated 5 out of 5 stars

Spoke with Sumaiya today following up on my pension review for the next year, and, as always, she helped go through the options that were open to me in a clear, concise and friendly way. This is what... See more

Company replied

Rated 5 out of 5 stars

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 no... See more

Company replied

Rated 5 out of 5 stars

i received,as usual,excellent treatment of my inquiry today.the young lady to whom i spoke was an object lesson in total customer care.she was efficient,totally polite and,as i said,everything a custo... 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

21K reviews

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Rated 5 out of 5 stars

Very helpful and professional

Very helpful and professional
Short wait on the phone, spoke to a
Very professional person
Answered all my queries

May 18, 2026
True Potential logo

Reply from True Potential

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

Rated 5 out of 5 stars

Call to reduce the amount of money I…

Call to reduce the amount of money I take out of my drawdown pension per month to avoid tax as my state pension as increased slightly found it very easy to do…….👍

May 18, 2026
True Potential logo

Reply from True Potential

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

Rated 5 out of 5 stars

Corey.

I was contacted by Corey to discuss my investment portfolio. Corey was very helpful. He covered my options very well and explained everything professionally. He gave me good advice concerning future dealings. A very good all round call.

May 18, 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Martin, thank you for taking the time to share your experience with us. We're delighted to hear about the help that you received from Corey.

Rated 5 out of 5 stars

Very friendly and helpful call-centre…

Very friendly and helpful call-centre staff, resolved the problem with my log in password reset and stayed online to guide me through.
Excellent advice and attention to detail from my pension advisor.
All in all a great service provided and I can wholeheartedly recommend them as a company to deal with your pension.

May 18, 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Andrew, 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

Very professional

They were very professional and knowledgeable and easy to talk to and very informative

May 18, 2026
True Potential logo

Reply from True Potential

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

Rated 5 out of 5 stars

Customer service at True Potential

Always polite and efficient. Makes any interaction with the company a pleasant experience.

May 18, 2026
True Potential logo

Reply from True Potential

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

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.

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