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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
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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

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 (1726)

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

Customer relations

5
I was recommended by a friend to David Briggs, who I found at all times friendly, and very helpful. Reviewed on: 8th January 2018

Great service from TP

5
Great service great performance helpful staff Reviewed on: 8th January 2018

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