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
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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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Jazmin Allen was very helpful and patient. She helped and solved all the issues with great professionalism.

Reply from True Potential
When you eventually get through the people are helpful and friendly, but it is a very long wait on the phone to speak to anyone. This was as a result of the QR code on the web site not working (as confirmed by the person on the telephone when I eventually got through).

Reply from True Potential
From start to finish Madeline was very professional ,very polite and knowledgeable . All my questions were answered.

Reply from True Potential
Good to receive a follow up call which made you feel that TP were interested in you. Good customer service and the lady was very pleasant and courteous.

Reply from True Potential
I spoke to Amy Horsman today and she was very helpful and chatty explaining things to do .As I haven't got a clue just like to say Thank you
Amy .

Reply from True Potential
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 happy with my current investment. Attitude to risk. Very detailed, pleasant conversation.

Reply from True Potential
What made my experience today was that the lady that i had spoken to was very knowledgeable and made me feel at ease and i was very pleased with our conversation.

Reply from True Potential
Prompt and efficient service from Matthew Scorer. Great customer service

Reply from True Potential
Excellent service
I made a phone call today to request a drawdown request and spoke to a lady who was very friendly, helpful and informative. Always nice to phone for the friendliness and information. Well done all.

Reply from True Potential
My representative Amanda was amazing and very thorough and gave great advise. I was very impressed with both her and true potentials platform.
I have since spoke to Kate at True Potential and again can’t fault their service.

Reply from True Potential
They are consistently out performing the last company I was with for 6 years in just 2 years with True Potential.

Reply from True Potential
Took a while to get through but once connected I was dealt with in a professional, quick way.
Appointment arranged

Reply from True Potential
I needed to some advice and help at True Potential. Raegan answered my call. She was most helpful in a professional, knowledgeable and friendly manner. She took me through the steps which I needed to make with patience. Thank you Raegan.

Reply from True Potential
Contacted today to help me with identity security, call handler was very helpful and guided me with all information required, it was very easy to do and the call handler was friendly and professional.

Reply from True Potential
I rang the company and was able to sort out by phone instead of going online

Reply from True Potential
Friendly and helpful guiding me through the form filling ensured I was confident it was all done correctly thank you Emily

Reply from True Potential
Had a problem negotiating the website for transfering funds from other provider to my stocks and share cash isa. Tried using the chat assistance, but was still struggling so connected directly with advisor Hamish.
He managed to steer me through the process quickly and efficiently. Thank you for your assistance Hamish.

Reply from True Potential
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