David Forfar's community profile page

Write a review

Go to business site

Viewing profile for,

David Forfar

Total reviews written

Helpful marks given to their reviews

Times reviews seen

All reviews (1)

Review of the True Potential Wealth Management, Investments:

View on product page

I've been with TP for just under a year now and find them a very good company

I had been speaking with my IFA for a few years on investment options prior to my retirement last year. We chose TP as their investment portfolios were easy to understand and the online system allows me very easy access to my plan at the click of a button. I essentially have my own little micro-site where I can monitor progress, make changes or additional investments and have full access to all documents relative to my plan. I have regular contact with my adviser where we review my portfolio and the options open to me. Charges are reasonable and are fully visible. I have already recommended TP to at least one family member and would not hesitate doing so again. Reviewed on: 8th January 2018

We are helping 1000s to make smarter financial decisions

We use the power of consumer reviews to help increase trust and transparency in financial services and to deliver industry leading insight and events.