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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
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No new 1 star reviews
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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)

Helpful and friendly

5
Company pension transfer was handled very well, checked why I wanted to move out of DB scheme made sure I was aware of the options, constant contact to keep me up to date and once the transfer completed arranged more meetings to talk about/review the options to cover the loss of income/critical illness benefit I would no longer receive from my company as well as talking about possible future investments as my pension pot was and is greater than the current lifetime allowance. At no point have I ever felt it’s just about the money, there is always a feeling that it’s about making sure my family’s present and future needs are at least met and preferably exceeded. Reviewed on: 9th January 2018

Excellent Service

5
Ian Gibson is a complete joy to work with . He has helped my husband and I enormously with investments making everything clear and transparent. Reviewed on: 9th January 2018

feeling positive

5
TP has demonstrated exemplary professionalism and has restored my fail that there is someone in the financial services market that is trustworthy, and not just self serving. Reviewed on: 9th January 2018

True Potential - Achievers

5
Good advice which has provided myself and my son with very good returns on our money. Advisers listen to us Reviewed on: 9th January 2018

Innovative and Simple

5
The system is easy to navigate and see how well my investment is doing. The value is updated daily and I can login on my Mac or iPhone to track the progress of my portfolio against my goal. I also like that all documents are stored in my client site and I can message someone securely for guidance if I have any questions. I also like being able to impulseSave in small amounts when I want to top-up my investment. Reviewed on: 9th January 2018

Top Service. Excellent Results.

5
The TP platform makes me feel in touch with my money. I can see how its is doing at any time during thae day and adjust my investments and savings at the touch of a button. Reviewed on: 9th January 2018

Realising our true retirement potential

5
The financial advisor that I discussed my portfolio with was extremely informative and made light of the 'jargon' used by many others. I found Adams explanation easy to understand and he worked very hard to ensure that my investment was quickly and efficiently transferred. A very happy customer. Reviewed on: 9th January 2018

Wealth

5
I am pleased with the expertise that the company gives in attending to my individual needs with long term knowledge and views to give my investments a clear vision for the future . Reviewed on: 9th January 2018

First rate company that I would easily recommend to friends and family

5
I am very pleased with the way my company pension was dealt with by John Wright. He ensured that it all went through from beginning to end and I could not have wished for anything better Reviewed on: 9th January 2018

Great investments

5
Monitor and interact with great investments Reviewed on: 9th January 2018

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