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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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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Excellent customer service from Kate. She was very calm and patient with me whilst talking me through verification. I am not vey good with technology and she took the time to explain everything in great detail and even called me straight back when I accidentally it her off. Fantastic customer service.

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I spoke with Maria regarding my enquiry and she was very affable and professional.
She talked me through things and I was satisfied with her advise.

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The person who took my call was professional, polite and very helpful.

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She was really helpful ,talked me through everything ,could not ask for better service 👍🏻

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Ava was extremely helpful, and stayed on the line while I was sorting through my required form. My customer experience could not have been better. Thank you very much.

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It was a clear and professional phone call with Lorraine.Helped me understand and guided me through the process of completing my request.Thank you.

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I needed some assistance in filling out a withdrawal form and was contacted by Natasha, who patiently took me through the required steps.
Natasha was extremely helpful and professional and caring. Thankyou

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Always very efficient and easy to communicate on line.

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The representative was extremely helpful and patient, top marks in all respects.

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My wife and myself spoke to Dan who assisted us both with a annual update.
Dan was very helpful and took the time to explain and work through the update .
Thank you Dan

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Gabriel was really helpful
Done my annual renewal online and he phoned to go through it with me..
Explained all us I was a little unsure what some things meant...

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Great company to work with, always helpful and always keep me informed, never rushed and always courteous and polite on the phone. The app is especially useful, clear and concise, everything in one place.

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Ease of communication and good information given following my query. Excellent.

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Thank you Angel for your help on the phone call today. You were very Professional and understanding, and it was nice to hear someone with a nice attitude trying to help me out. Thank you again Angel. Kinda Regards. David.(mobile phone)

Reply from True Potential
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