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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

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True Potential Wealth Management Investments reviews (1726)

First class service

5
I count myself fortunate to have been recommended the services of True Potential by my financial adviser. I have been so pleased with my investment portfolio that I have taken out further investments for my grandchildren. I'm sure that they will be equally grateful in the future. Reviewed on: 8th January 2018

Financial illiteracy

5
This was me, still is me but less so. I have been lucky having a patient advisor who understands my concerns about security and lack of knowledge about investment, who takes the time to explain things, reviews my situation and stills the uncertainties in my head. Reviewed on: 8th January 2018

Incredible results

5
The financial advice was very easy to understand. The suggestions made by Richard were easy to follow and and transfers of my assets to my account were carried out by Richard after my signing a few forms. My friends are amazed at the interest I have received so far. Reviewed on: 8th January 2018

Professional, courteous, and a financial delight!

5
A very positive and professional company, with a definite sense that they take your financial matters seriously - for your benefit, and not for themselves. I would recommend this company ( and have actually already done so), and look forward to working with them over the years. Reviewed on: 8th January 2018

Great people offering good advice

5
Friendly supportive team, who listen and offer advice Reviewed on: 8th January 2018

Ease of use and24/7 accessibility makes my life so much easier

5
With True Potential just being able to see my collection of investments in one place with one click, professionally managed for me on line makes my life so much easier and knowing my funds are managed by a market leading team lets me sleep easy. Reviewed on: 8th January 2018

Easy and rewarding investments

5
My TP advisor really understands my needs, and makes me feel like a valued individual. My investments have performed beyond expectations year upon year. Reviewed on: 8th January 2018

Well run professional firm

5
Kept up to date with a good website , with good feedback day by day information of my account. Reviewed on: 8th January 2018

Friendly, knowledgable advisors.

5
Now more than 3 years of good friendly advice, good returns, no question too simple for my advisor. Reviewed on: 8th January 2018

Brilliant

5
Brilliant service, always very helpful, would definitely recommend to others! Reviewed on: 8th January 2018

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