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

Reply from True Potential
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…….👍

Reply from True Potential
Spoke to Alex this morning , great service from him regarding my enquiry

Reply from True Potential
The company are very helpful when discussing my private pension. I'm glad True Potential are taking care of my pension.

Reply from True Potential
I found your staff member very helpful indeed, everything I her she was able to
Give me an adequate answer.
Best Regards
Jim Andrew

Reply from True Potential
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.

Reply from True Potential
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.

Reply from True Potential
They were very professional and knowledgeable and easy to talk to and very informative

Reply from True Potential
Jasmine was very helpful and considerate

Reply from True Potential
Always polite and efficient. Makes any interaction with the company a pleasant experience.

Reply from True Potential

Reply from True Potential
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
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