Susan was very helpful in talking me through the process of completing the form. I didn't feel rushed and she explained everything as we went along. The process took 10- 15 mins tops, Susan was very p... See more
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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
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Gateway West, Newburn Riverside, NE15 8NX, Newastle upon Tyne, United Kingdom
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I spoke to Susan. She was excellent. She clearly understood my issue and knew who to speak to in order to get a resolution. She said she'd ring me back when she had responses from the relevant people, and she did so two working days later with a full resolution of my issue. Great!
Very helpful converstion with the colleage (Alexander) who went through my paper work thoroughly.
Really great experience on beneficiary side so helpful
I found the experience helpful, friendly and professional.
Thoroughly recommended.
Been with true potential for about 10 years now, no complaints for how they handle my investments.
Always been taking care of it very well
Very polite and helpful again answering everything i needed to know and explained everything great service, thank you True potential
Very professional & polite young lady. My pension is surviving well in the world we live in & what's happening at the moment !!!!
Very easy to talk to, made it very easy for me with no pressure, I get very nervous on this type of call but not this one!
Thank you True potential.
Very helpful lady thanking her kind time she had for me 🙏
I have been with True Potential for number of years and found the service and support to be excellent at all times. Was assisted today by Victoria Fisher who had my query sorted straight away. Very happy customer.
Rasheedat handled my call in a very professional way helping me to complete the online form easily, she was very patient and helpful.....5 star
Diego was extremely helpful & proffessional & made the whole administration process very easy to follow & complete
Impressed by adviser who conducted the call. Clear, concise and knowledgeable.
I have just finished a call with Niamh and found her to be very help full to assist me in sending information on my phone . She was very easy to understand her instructions . She showed calmness and friendly conversation .
Always very helpful,never had any difficulty with any queries
Jade took me through explaining all the information I needed.

Reply from True Potential
The service from true potential today was absolutely fantastic I had to transfer pension funds I had complete confidence in the advisor
Many Thanks
Christian

Reply from True Potential
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