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True Potential Wealth Management: Investments reviews

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
See only 5 star reviews
87%
See only 4 star reviews
12%
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1%
2 star
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0%
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0%

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
C w's avatar
C w

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 (1728)

Fantastic service

5
Extremely helpful, nothing was too much trouble. Brilliant service. Thank you Barrie Kent. Reviewed on: 8th January 2018

Always give 1st class advice

5
I have always been given first class advice, also had time to explain everything to a good degree Reviewed on: 8th January 2018

Professional, knowledgeable , friendly advice

5
I have been with true potential for over 16 months I have found the whole customer experience positive, friendly and the apps easy to use Reviewed on: 8th January 2018

Easy to understand and follow

5
I was at a loss as to what to do with my money, True Potential explained things in a way that I understood, and did exactly what it said on the tin, thank you, Reviewed on: 8th January 2018

Very good advice

4
A Professional company with experienced advisors. Reviewed on: 8th January 2018

Great customer care

5
Great customer care Smart apps and great performance Reviewed on: 8th January 2018

Easy, simple, convenient

5
Great customer service, easy to use online interface. Reviewed on: 8th January 2018

banking with confidence

5
True Potential provide a professional service ensuring the clients have confidence in how their money is being managed and provided with the best products and regular updates. Reviewed on: 8th January 2018

True Potential - sound financial advice when you need it

5
Our True Potential Advisor Kevin is very knowledgable and informative without being pushy. He answered all our questions in a manner we can understand and answers all calls promptly and professionally. He takes time to explain the finer details and always checks our understanding and that we are happy with the management of our finances. We have been happy to refer True Potential to our friends for portfolio management of their finances and their feedback was that they were very happy with Kevin’s approachable manner and information given. Reviewed on: 8th January 2018

Wonderful service, friendly, knowledgeable and trustworthy.

5
Financial Advisor calls every year to review situation, via web site I am able to contact with any questions I may have and get a quick response. I feel that I have the right products for my circumstances and feel that I am in safe hands. Reviewed on: 8th January 2018

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