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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)

Superb

5
Great team, great service and excellent tech Reviewed on: 8th January 2018

Good company

4
Respond quickly to any questions. Keep you updated about investment Reviewed on: 8th January 2018

Epic

5
Simple, effective, unique way to set and manage my financial goals for the first time Reviewed on: 8th January 2018

Refreshingly Different

5
Easy to monitor and add to equity ISA's Adviser experience also very positive Reviewed on: 8th January 2018

No worry investments

5
I have never had any problems and I am pleased with the return on my investment . Reviewed on: 8th January 2018

Excellent financial advice

5
Our adviser always puts me at ease, he is friendly, approachable and takes time to explain details and answer questions. Reviewed on: 8th January 2018

Does the job

5
Happy with the advice the offer and the performance Reviewed on: 8th January 2018

PERSONAL CARE

5
Since I opened my investment I am kept up to date.I can easily monitor the progress of my account online. My agent keeps me informed of the performance of my investment. Reviewed on: 8th January 2018

Saving for the future

4
True potential keeps me informed of my long term investments , and let's have a choice to move investment if they think it will help me reach my goals . Reviewed on: 8th January 2018

All Options Covered

5
Our Financial Advisor gave us investment options based on our situation and fully explained any cost/risks and benefits involved. We felt fully informed and confident to proceed. Reviewed on: 8th January 2018

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