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True Potential Wealth Management: Investments reviews

Name: Investments
Rating: 4.84 (1729 reviews)

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4.84

Based on 1,729 reviews, last reviewed 23rd Jan 2026

100% increase in 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

87%

12%

2 star

Latest highest rating:

5

True Potential - good value and great customer service I was introduced to True Potential by my IFA a few years ago. Great return on my ISA, all customer service channels have been good. Reviewed on: 23rd January 2026

Latest lowest rating:

1

Their customer service is all over the place. Their customer service is all over the place. Inconsistent advice. Flaky app. Unresponsive. Reviewed on: 2nd June 2024

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About this product

Looking for an investments provider? Check out our True Potential reviews to see what people are saying about how True Potential help manage their pension and investments pot. Or help out our community by leaving your own True Potential pension review!

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True Potential Wealth Management Investments reviews (1729)

Safe and Sound

I was made redundant in 2015 with a lump sum which at 58, was going to have to go a long way. And it certainly has! With the help of an excellent adviser, I no longer feel the need to keep checking, as I now know that the blips are always followed by bigger rises. In an uncertain world, there is no substitute for the security of watching my modest investment continue to grow. I really don't imagine I could feel any safer than I do with True Potential and my adviser Joe, who is always on hand. Reviewed on: 15th January 2018

Excellent service and returns

Excellent and knowledgeable financial advisor Reviewed on: 14th January 2018

Time and thoughtful consideration

I am always impressed by the time my financial adviser allows to review my investments. He never appears in a rush and gives me all his attention so I always feel special. Reviewed on: 14th January 2018

Simple, professional, excellent service

Our Steve was fabulous. Explained everything and helped me install the APP on my tablet where I can track my investment. 10 out of 10! Reviewed on: 13th January 2018

Quality Funds and Platform

Easy to use, set goals, add funds via the impulse save facility and view performance either on your laptop desktop or mobile device. The funds are diversified to reduce risk and as good as anything out there. Reviewed on: 13th January 2018

Courteous and comprehensive advice.

Excellent co-operation throughout process of Fund allocation. Reviewed on: 13th January 2018

Friendly contact.

Yes I would probably recommend True Potential. I quite like the fact that help comes to my door if I wish to re-invest or change something. Easier to talk things through in a home environment. Reviewed on: 13th January 2018

Professional People, Friendly People

Thanks to their advice we could retire earlier than originally planned. Everything was explained clearly. Reviewed on: 13th January 2018

Happy hubby Happy wife

I don't pretend to understand our investment portfolio, but like my husband wanted the most trusted, educated forward thinking company to look after our hard earned cash....having brought up four sons, privately educating them and encouraging their careers, every penny of my husbands wage was a prisoner...don't get me wrong we enjoyed our lives and still do but absolutely paramount to us both was finding excellent positive investments... Mr Simon Gregg has guided us both over the last fifteen years and literally held our hands the year leading up to my husbands early retirement... Mr Greggs invaluable informed advice was priceless...we have now been comfortably retired for three years in the knowledge that our money is working hard for us Nothing is too much trouble for Mr Gregg, if my husband isn't sure of his portfolio he calls Mr Gregg who instantly always alays any fears or explains any problem.....we are very lucky to have this "Platinum Service " and have recommended Mr Greggs services without hesitation Reviewed on: 13th January 2018

Exceptional professional service

True Potential provide a very good platform for customers like myself who are looking for a good investment portfolios. Mr Simon Gregg our Financial Advisor has advised and guided my wife and I over the last fifteen years. Having worked hard and saved throughout my life, a "profitable investment" for my money was obviously paramount..... trust and knowledge is vital to achieve this and Mr Gregg has been Invaluable. No more so when he navigated and planned my retirement portfolio.... I have been retired comfortably for the last three years, and very relaxed knowing that both my wife and I,s personal needs are being budgeted for, due to his hard work and dedication I can't speak highly enough of Mr Gregg and have as a happy customer recommended his services to others Reviewed on: 13th January 2018

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