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True Potential Wealth Management: Investments reviews

4.83
Based on 1,726 reviews, last reviewed 2nd Jun 2024
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Latest highest rating:

5

great company to deal with helpful and friendly Been with them since I retired 2018 excellent investment company, great app easy to use and follow your investments I have my pension in drawdown inve... Read more Reviewed on: 11th August 2022
Sandra Collier's avatar
Sandra Collier

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

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 (1726)

Perfect online service for busy people and/or non-professional investors.

5
Following an in-depth appraisal of my investment needs and goals, and the subsequent recommendations of where to invest, the results have exceeded my expectations every year to date. A smart and easy to understand website tracking my investments has also made the experience a positive one. Reviewed on: 8th January 2018

Trusted service

5
I have received great personal service from my Financial Advisor and have seen my investments pay substantial dividends. The access to details online is very informative and straightforward to use. Overall, I am very contented. Reviewed on: 8th January 2018

Excellent

5
I have invested quite considerable sum of money, although over the last few years it has been up and down I was never in any doubt that True Potential would deliver and they did, marvellous. Reviewed on: 8th January 2018

The support and attention with regular updates has been most helpful.

4
The personal home visits and advice when asked for has been very re-assuring. Reviewed on: 8th January 2018

True potential

4
Very easy to use and clear service provided. App is very easy to manoeuvre and the addition of the quick invest strategy is highly useful. Moreover the explanations of each investment strategy has proven to be again, very useful. Reviewed on: 8th January 2018

Excellent professional service

5
Our True potential adviser has excellent knowledge of their products and is always available if we have any queries Reviewed on: 8th January 2018

Personal Care and Support

5
Our TP Advisor is in regular contact and provides us with support, guidance and genuine caring service, rarely available from any other provider. Reviewed on: 8th January 2018

Knowledgable, accessible and friendly

5
We are always made to feel very welcome by everyone we have met at the Newcastle office. Our advisor, Simon Dick, has given us excellent, clear and understandible advice and he always responds promptly with any queries that we raise. Reviewed on: 8th January 2018

Local, friendly responsive service offering beneficial advice

5
Timely, informative & convenient Reviewed on: 8th January 2018

Life changer

5
I transferred my savings from a top high street bank based on a colleague I knew that worked there and the results have exceeded all expectations. I have since recommended some friends who have now shared the same experience. Their web site is so easy to use and all info there with the press of a button. Reviewed on: 8th January 2018

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