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True Potential Wealth Management: Investments reviews

4.86
Based on 1,730 reviews, last reviewed 11th Jun 2026
No new 5 star reviews
in the past 90 days
No new 1 star reviews
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See only 5 star reviews
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See only 4 star reviews
12%
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1%
2 star
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Latest highest rating:

5

Talk to them about investing! I talked to them about investing. They did a lot of checking to make sure if would work, first, which was reassuring. Their app shows you what is hap... Read more Reviewed on: 11th June 2026
Richard Flynn 's avatar
Richard Flynn

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
Ralph A's avatar
Ralph A

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 (1730)

Excellent Platform.

5
Very pleased with service and excellent platform to follow investments, banking and other holdings. Easy and friendly website. Reviewed on: 9th January 2018

Quality

5
Quality service tailor made our finances would highly recommend true potential Reviewed on: 9th January 2018

Embracing Technology

5
True Potential always have the client at the centre of their proposition. Modern life and technological advancements merge to present a solution for the future, unlike other institutions that are clinging to the past. Reviewed on: 9th January 2018

Professional service

5
The service provided was excellent and professional. Advice given was in a manner that was easily understand for me to make my own informed decisions. Really helpful and friendly. Reviewed on: 9th January 2018

Safe funds

5
I was happy to be refered her by my mother. You never know if your funds will be safe or not but i have faith in yous. Its also great just to go on the app and check your funds at all times. Great well done. Reviewed on: 9th January 2018

Very happy with everything!

5
I’ve been very satisfied with the service I have received. The financial advisor (Mark Wheeler) gave me excellent straightforward and very beneficial advice. I would thoroughly recommend true potential to anyone. Reviewed on: 9th January 2018

Very convenient and easy to use

5
The True Potential Investor app is quick to set up and easy to use. It allows me to conveniently view all my current policy values in one place and track my goal progress. The impulse save option is a great way to be able to add extra funds to an investment quickly and easily. The secure document storage is useful and I have used this personally to store a photo of my passport etc. I have not yet linked my bank account to the app but was thinking of giving this a try. Reviewed on: 9th January 2018

True Potential simply the way foreward

5
True Potential put all your finances under the microscope and all in one place, making it easy to plan for your future. Excellent use of technology and expertise. Reviewed on: 9th January 2018

Always good customer service. Easy to use website.

4
Like the fact that i can keep an eye on my investments online at any time. Also like that I can send and receive secure messages about investments. Responses are always very prompt. Reviewed on: 9th January 2018

Retirement plans

5
Looking ahead to my retirement I was advised by a friend to get in touch with True Wealth potential. They talked me through all my options and advised on how best to invest my savings. They were very professional in the way they advised me I was given lots of information and never felt under any pressure. I have found them to be accessible when I needed to talk through any queries that I had. I look forward to reaping the rewards of my investments in the future. Reviewed on: 9th January 2018

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