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True Potential Wealth Management: Investments reviews

Name: Investments
Rating: 4.84 (1728 reviews)

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4.83

Based on 1,728 reviews, last reviewed 2nd Apr 2025

No new 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

87%

12%

2 star

Latest highest rating:

5

User friendly app. Easy to use app for around the clock information on your account. Easy to transfer and move money. Reviewed on: 2nd April 2025

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

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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 (1728)

Very professional

This company is very professional and responsive. The app allows me to to keep close check of my investments . My advisor is amazing and very professional.? Reviewed on: 8th January 2018

Friendly honest and reliable

Fiona Parkinson has given great advice over the years and our portfolio has increased in value beyond are expectations. My dealing with True Potential have been great and although very professional in approach I have found them to be really approachable giving easy to understand financial advice. I would have no hestitation in recommending this company to anyone that wants good financial advice Reviewed on: 8th January 2018

Brilliant System

Can view and see my investments at any time and the investment experience of the team has given me very good returns Reviewed on: 8th January 2018

Professional and dynamic

Great website and interactive tool to support investment decisions with a positive, Can do and forward thinking approach Reviewed on: 8th January 2018

I've been with TP for just under a year now and find them a very good company

I had been speaking with my IFA for a few years on investment options prior to my retirement last year. We chose TP as their investment portfolios were easy to understand and the online system allows me very easy access to my plan at the click of a button. I essentially have my own little micro-site where I can monitor progress, make changes or additional investments and have full access to all documents relative to my plan. I have regular contact with my adviser where we review my portfolio and the options open to me. Charges are reasonable and are fully visible. I have already recommended TP to at least one family member and would not hesitate doing so again. Reviewed on: 8th January 2018

Best investment advice we have ever had

The advisor was clear, concise and helped us all the way through the process. He was very honest about what we could and could not invest. We are looking forward to out first annual review. We wish we have signed up years ago. Reviewed on: 8th January 2018

Simple & Easy, the way forward.

For the first time ever, I have all my investments managed under True Potential and can look them all up whenever I want on my computer at my ease without salesman trying to sell me something else. Simple and easy and heading to my goal. Excellent. Reviewed on: 8th January 2018

Great return on investment

Pleased with the return and happy that we have easy access to our advisor. Reviewed on: 8th January 2018

Successful and trustworthy investors

When my husband died I was at a loss to know how to invest my money. True Potential came into my life and have given me the support and understanding that I needed at that sad time. Most of all they have invested my money wisely and I now have financial security for the forseeable future. I have much to be grateful to them for not the least giving me peace of mind. Reviewed on: 8th January 2018

Very helpful agents, very quick to return calls

After a disappointing start on a personal interaction we conducted a beauty parade and found an amenable agent group who have been very helpful and attentive. As a cosequence i have recommended them to several friends and True Potential to family members, where investment advice is needed. (Millenials needing to invest.) Reviewed on: 8th January 2018

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