Smart Money People Logo

True Potential Wealth Management: Investments reviews

4.83
Based on 1,726 reviews, last reviewed 2nd Jun 2024
No new 5 star reviews
in the past 90 days
100% decrease in 1 star reviews
in the past 90 days
See only 5 star reviews
87%
See only 4 star reviews
12%
See only 3 star reviews
1%
2 star
See only 2 star reviews
0%
See only 1 star reviews
0%

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!

Review True Potential Wealth Management: Investments now

Help others make smarter decisions by sharing your own experience. Write a review

True Potential Wealth Management Investments reviews (1726)

Brilliant System

5
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

4
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

4
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

4
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.

5
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

4
Pleased with the return and happy that we have easy access to our advisor. Reviewed on: 8th January 2018

Successful and trustworthy investors

5
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

5
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

Excellent, easy to understand advice

5
Referred to TP by a friend, my advisor took time to understand what I needed. No fuss, no trouble, just easy. Exactly what I wanted Reviewed on: 8th January 2018

True Professionals

4
Informative, advisory, professional company. Efficient affective investors Reviewed on: 8th January 2018

Review True Potential Wealth Management: Investments now

Help others make smarter decisions by sharing your own experience. Write a review