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True Potential Wealth Management: Investments reviews

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
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2 star
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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
Maxwell Gridley's avatar
Maxwell Gridley

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

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True Potential Wealth Management Investments reviews (1729)

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

A very informative company

5
I feel that I am always kept in touch with my investments, through the easy to use app and through my personal investment contact Reviewed on: 8th January 2018

Excellent service

5
Very happy with the investments made. Our advisor goes out if his way to help us & is always at the end of a phone or email if we have a question . Excellent service . Reviewed on: 8th January 2018

Easy and informative platform

4
Simple and easy to use and follow, the informative platform enables you to keep track of all your investments in one place Reviewed on: 8th January 2018

Methodical, genuinely efficient, operating with complete integrity.

5
Mathew Knowles brought to us this firm as an ethical investment vehicle, whom I feel very comfortable with; and my agent acts superbly in every respect. Really Choughed with the steady solid performance. Trust is an elusive thing these days, I have every faith in Mathew of True Potential handling our life long savings. I wish both him and this company; every success for 2018. Reviewed on: 8th January 2018

Simply the best.

5
Absolutely excellent. I couldn't have a better financial adviser. Reviewed on: 8th January 2018

Investments performed better than I expected despite market conditions

4
I am kept in touch with market changes by email and posted information Reviewed on: 8th January 2018

I have dealt with true potential for years now. They look after my money and I can make more with them than I can with any other bank or Building Society.

5
I do look at the movement of our accounts on a regular basis. I use my investment health check . I found that the amount I have made now on one of the account is more than my total investment. I have easy access and the staff I deal with are helpful and polite. Reviewed on: 8th January 2018

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