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True Potential Wealth Management: Investments reviews

Name: Investments
Rating: 4.85 (1729 reviews)

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4.85

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

100% decrease 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

True Potential Wealth Management offer an investment management service.

True Potential Portfolios aim to maximise your returns and reduce risk. Portfolios blend multi-asset investment strategies from a range of fund managers.

True Potential Wealth Management reviews help you find out what it’s really like to be a customer. If you’ve used True Potential Wealth Management before, you can also leave a review and share your experience.

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True Potential Wealth Management Investments reviews (1729)

Happy retired with lots of help from True Potential

Mike Odea, my account Manager is truly a wizard and sorted out my transfer to you so quickly so just goes to show you what the personal touch is better than on companies. Reviewed on: 9th January 2018

Consistently sound advice and performance

A thoroughly professional approach to wealth management whilst maintaining a personal and friendly relationship. It is always a pleasure to speak with my advisor, and the funds are being managed to their best potential whilst minimising associated risk. I am confident that True Potential will continue to deliver best value. Reviewed on: 9th January 2018

Customer come first

I have had the great fortune to speak to Adam McCarthy and for him to support me through a pension transfer and then to support my husband going forward with his pensions and our personal financial situation, when there has been a lot of change to our personal circumstances - change that has been very daunting for us both and he has supported with a clear and concise vision towards the future The whole experenience was very smooth and professional and I am confident going forward for the ongoing help and support we will be provided with by Adam in the future Thank you Reviewed on: 9th January 2018

Praise!!

Professional, helpful and expert advice. Reviewed on: 9th January 2018

A very active financial vehicle with good results

I like the web page and access to daily value of my portfolio which takes the remoteness out of investing. Reviewed on: 9th January 2018

Fantastic Dervice

After having a meeting with Elaine Henshaw, we are well on the way to a happy and secure retirement package. Great personal service and hopefully a nifty growing nest egg! Reviewed on: 9th January 2018

Happy Bunnie

I am fully aware that investments can go down as well as up but the performance of mine have far exceeded all expectations Reviewed on: 9th January 2018

Easy to invest

So far so good! Hopefully will continue to make a profit Reviewed on: 9th January 2018

knowledgeble

very helpful and very friendly, if you need discussions on what`s best for your savings,mortgages etc. then true potential are the best to be with. Reviewed on: 9th January 2018

very friendly

In all my dealings every thing dealt with in a right and proper manner all the information explained in layman's terms and my adviser keep's in touch in case I have any queries Reviewed on: 9th January 2018

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