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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)

Sound advice, good range of portfolio options

We've known our True Potential financial advisor for years. We have had good returns for our investments in flexible products, with easy access to our money as and when we need it. The app is useful to be able to review investments periodically. Reviewed on: 13th January 2018

Superb advisors, easy web site to use, friendly staff always willing to help.

I had a sum of money left to me by my mother, she had always used true potential and has built up a very good relationship with our financial advisor, this relationship has continued and I believe my money is in good hands. Reviewed on: 12th January 2018

Fantastic service from Mark Evans

Have had top class support at all times with very favourable investment results. Reviewed on: 12th January 2018

Great personal service, friendly and efficient

I was recommended by two family members and was most impressed by the time spent with me, the way in which everything was explained to me and I was not pressurised at all. The products and services offered plenty of choice and after care stuffier has been great so far too. I’m pleased my money is in good hands. Reviewed on: 11th January 2018

My Goal

With having the best advisors imagible and the best results i could ever think of i have reached MY GOAL through True Potential. Thanks Mike G. Reviewed on: 11th January 2018

Customer Experience

Really pleased with the way you can keep a watch on your investment with the click of a button. Reviewed on: 11th January 2018

Outstanding Customer Service by Andrea Gregory

My financial Adviser, Andrea Gregory who works for True Potential has given me an amazing service. The difficulty was was when I wanted to take my work pensions and transfer them into a drawback pension which is a more profitable solution. My works pension company were proving to be extremely unhelpful, and wasted a lot of time by making her wait on the phone line, at times, for over 30 minutes. She was treated very badly and it took almost a year to get the result which she did by persevering. I'm sure any one else would have given up . Andrea hung in there even though it can't have been financially viable after all the wasted time. During this period, Andrea was always very polite, and friendly and kept me in touch with all the shenanigans. I am extremely grateful to her work and hope that she will get the recognition which she deserves. Reviewed on: 11th January 2018

Very thorough, and made it easy for us.

We are not experienced or very knowledgeable when it comes to financial matters. However, our advisor took time with us, was careful in listening to our needs, and put us completely at ease . Reviewed on: 11th January 2018

Confidence

GREAT AT KEEPING CLIENTS INFORMED Reviewed on: 11th January 2018

Investments

Good advice from expert people. Would recommend true potential to family and friends. They keep you informed on money trends , offer a professional service and are only at the end of the phone. Reviewed on: 11th January 2018

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