True Potential Reviews 21,519

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

22K reviews

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Asks customers to review

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Rated 5 out of 5 stars

Fantastic customer service from Kate

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.

13 May 2026
Unprompted review
True Potential logo

Reply from True Potential

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

Rated 5 out of 5 stars

I spoke with Maria regarding my enquiry…

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.

13 May 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi, we're delighted to hear about the help you received from Maria. Thank you for leaving a review.

Rated 5 out of 5 stars

First class service .

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

13 May 2026
Unprompted review
True Potential logo

Reply from True Potential

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

Rated 5 out of 5 stars

Ava was extremely helpful.

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.

13 May 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Colin, we're delighted to hear about the help you received from Ava. Thank you for leaving a review.

Rated 5 out of 5 stars

It was a clear and professional phone…

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.

13 May 2026
True Potential logo

Reply from True Potential

Hi Alistair, we're delighted to hear about the help you received from Lorraine. Thank you for leaving a review.

Rated 5 out of 5 stars

Form filling assistance

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

13 May 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Paul, we're pleased to hear about the help you received from Natasha. Thank you for taking the time to leave a review.

Rated 5 out of 5 stars

Excellent

Excellent, friendly helpful service ftom Emily who was fantastic

12 May 2026
True Potential logo

Reply from True Potential

Hi Ellen, we are happy to hear about the help you received from Emily.

Rated 5 out of 5 stars

My wife and myself spoke to Dan who…

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

12 May 2026
True Potential logo

Reply from True Potential

Hi Barry, we're pleased to hear about the help you received from Dan. Thank you for taking the time to leave a review.

Rated 5 out of 5 stars

Gabriel was really helpful

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...

12 May 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Helen, 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 Gabriel.

Rated 5 out of 5 stars

Great company to work with.

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.

12 May 2026
True Potential logo

Reply from True Potential

Hi Stewert, 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

Thank you Angel for your help on the…

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)

12 May 2026
True Potential logo

Reply from True Potential

Hi David, 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 Angel.

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