True Potential Reviews 21,445

TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Looking at 6,681 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, professionalism, and friendly demeanor, making interactions pleasant and productive. The customer service is frequently highlighted as exceptional, with many people appreciating the personalized and efficient approach to their inquiries and needs. The overall service is often described as excellent, with consumers noting the ease of contact and the smooth user experience, particularly with online processes and the app. However, some people were dissatisfied with the company's efficiency, mentioning difficulties in updating details and the need for constant follow-up. A few other people also felt that the process of withdrawing their pension was made unnecessarily complicated, leading to frustration.

What people talk about most

Staff

Clients share positive opinions on staff, consistently highlighting their helpfulness, professionalism, and... See more

Customer service

People report positive experiences with customer service. Customers consistently praise the helpfulness and... See more

Service

Users describe positive interactions with service, consistently praising the professionalism, efficiency, and... See more

Customer communications

Reviewers highlight positive aspects of contact. Customers consistently report quick, efficient, and... See more

User experience

Reviewers mention positive feedback about user experience. Customers consistently praise the helpfulness of... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Corey Mckeown rang to discuss my annual review I had just completed. Went through a few security checks, before asking some questions about the information I had filled in. Made sure I was still happ... See more

Company replied

Rated 5 out of 5 stars

Spoke with Sumaiya today following up on my pension review for the next year, and, as always, she helped go through the options that were open to me in a clear, concise and friendly way. This is what... See more

Company replied

Rated 5 out of 5 stars

I was requesting to action a one off drawdown and required some guidance to get it right first time. I was assisted by Amy Horsman, one of the True Potential staff, who phoned me promptly, was no... See more

Company replied

Rated 5 out of 5 stars

i received,as usual,excellent treatment of my inquiry today.the young lady to whom i spoke was an object lesson in total customer care.she was efficient,totally polite and,as i said,everything a custo... See more

Company replied


Company details

  1. Financial Consultant
  2. Financial Institution
  3. Investment Company
  4. Investment Service
  5. Pension Fund
  6. Retirement Scheme Provider

About True Potential

Written by the company

With over 500,000 clients, £30 billion of assets on the platform and a decade of success, we’re experts in helping people reach their financial goals. Whether it’s planning for retirement, investing for growth or simply taking control of your finances, we’ve got the expertise to help.

The True Potential approach aims to help you do more with your money by providing expert financial advice (True Potential Wealth Management), innovative investments (True Potential Investments), dedicated support, and award-winning technology.

Once we’ve set up your personal financial plan, you can track every aspect of it by app and online. If you ever want to make a change, add some money or make a withdrawal, it’s only a few taps away. Plus, whenever you have a question our friendly Relationship Management Team are here for you.

If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk

True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority, FRN 527444. www.fca.org.uk Registered in England and Wales No OC356027

How we offer you more.

Written by the company

Expert financial advice.
Long-term goals are unique to you, which is why we’ll design a financial plan that’s personalised for your circumstances and aspirations. Our highly qualified financial advisers take a holistic approach to creating, supporting and reviewing your plan.
Access to innovative investments.
We understand that you want two things from your investments, to maximise your returns within your chosen risk profile and reduce the risk of volatility. Our chosen investment solution, the True Potential Portfolios, aim to achieve both these goals whilst driving down costs.
Dedicated video, phone and email support.
When it comes to finances, having someone to talk to is essential. Our friendly customer care team are on hand to answer any questions you may have – whether it’s about your financial plan, your account, or money in general.
Award-winning technology.
As part of our service, you have 24/7 access to your whole financial plan with our mobile app and desktop site. This unrivalled view of financial life puts you in control and empowers you to do more with your money.

Contact info

Reach your true potential.

Tell us your financial goals and we can help you reach them.

4.9

Excellent

TrustScore 5 out of 5

21K reviews

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Rated 5 out of 5 stars

Alex was friendly and helpful

Alex was friendly and helpful. Gave clear details and instructions. Happy with communication.

11 May 2026
True Potential logo

Reply from True Potential

Hi Ralph, we are delighted to hear about the help you received from Alex.

Rated 5 out of 5 stars

Hamish was super helpful

Hamish was super helpful, professional and friendly - I couldn't have asked for any more from him. Thank you.

23 April 2026
True Potential logo

Reply from True Potential

Hi Ian, we're delighted to hear about the help you received from Hamish. Thank you for leaving a review.

Rated 5 out of 5 stars

Very helpful

Very helpful, sorted the issue out immediately and booked a follow on call for Tuesday/ Wednesday - very proactive

11 May 2026
True Potential logo

Reply from True Potential

Hi Graham, thank you for letting us know about your positive experience.

Rated 5 out of 5 stars

All the staff seem knowledgable and…

All the staff seem knowledgable and friendly and eager to help help. Both Matthew (Today) and Jessica whom I spoke to on Friday were very helpful.

Highly recommended!

11 May 2026
Unprompted review
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Reply from True Potential

Hi Pete, thank you for taking the time to share your positive experience with us. We're pleased to hear about the help you received from Matthew and Jessica.

Rated 5 out of 5 stars

Went through my annual review today

Went through my annual review today , and whilst it was very thorough, Anita was excellent at understanding our views and explaining everything in full.

8 May 2026
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Reply from True Potential

Hi Keith, we are delighted to hear about the help you received from Anita.

Rated 5 out of 5 stars

Madelaine was very patient in helping…

Madelaine was very patient in helping me navigate the TP site and upload documents.

8 May 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi, we're delighted to hear about the help you received from Madelaine. Thank you for leaving a review.

Rated 5 out of 5 stars

Amazing Professional

Had a phone call from Jo who was polite friendly and very helpful with my enquiry.

7 May 2026
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Reply from True Potential

Hi Kenny, we are happy to hear about the help you received from Jo.

Rated 5 out of 5 stars

Lucy Davidson and Ross Basskind

Lucy Davidson and Ross Basskind were both very courteous, knowledgeable and very clear in explaining matters.I felt I had known them for years!

8 May 2026
Unprompted review
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Reply from True Potential

Hi Daniel, we're pleased to hear about the help you received from Lucy and Ross. Thank you for taking the time to leave a review.

Rated 5 out of 5 stars

Alice

Alice was polite, knowledgeable and friendly. She answered my questions and arranged a further appointment at a time to suit me. I couldn't ask for more.

9 May 2026
Unprompted review
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Reply from True Potential

Hi Terence, we're delighted to hear about the help you received from Alice. Thank you for leaving a review.

Rated 5 out of 5 stars

Very helpful and friendly service

The response time to phone calls was quick and the advice received was clear and helpful. They were patient in repeating and clarifying details, so I felt comfortable and supported in making decisions about my investments.

1 May 2026
True Potential logo

Reply from True Potential

Hi Noelle, thank you for taking the time to let us know about your positive experience.

Rated 5 out of 5 stars

My phone call was answered very quickly…

My phone call was answered very quickly without going through lots of menus, unlike other companies.
My query was dealt with straight away and the lady answering my call was very efficient and helpful

8 May 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Lisa, thank you for taking the time to let us know about your experience. We appreciate your feedback.

Rated 5 out of 5 stars

Th pension enquiry.e company was very professional in…

The company was very professional in the way they doubt. With my inquiries, and they was able to fulfil all my request I wanted. The agent was very polite and patience. I had some difficulty doing some things and she taught me through. It stays by stays and she was very patient and helpful. I really appreciate.That and I would recommend that company to my friends and family. If they need similar services

30 April 2026
True Potential logo

Reply from True Potential

Hi Orlando, we are delighted to hear about your positive experience. Thank you for taking the time to leave a review.

Rated 5 out of 5 stars

Growing funds through clear information

I have found true potential to be supportive and helpful , I believe that they give me the correct information to make sensible decisions to grow my investments - Special mention to John Britton who has given me strong information and to Steven Wright who led me through processes to ensure that my wishes are carried out

8 May 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi David, thank you for taking the time to share your positive experience with us. We're pleased to hear about the help you received from John and Steven.

Rated 5 out of 5 stars

Five star service

Regan who i was speaking to made me feel important and she explained everything she was saying in a very pleasant and kind manor

8 May 2026
True Potential logo

Reply from True Potential

Hi Philip, we're delighted to hear about the help you received from Regan. Thank you for leaving a review.

Rated 5 out of 5 stars

good response

Got through in a reasonable time. Agent addressed issue with efficiency and courtesy.

8 May 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi, thank you for letting us know about your experience.

Rated 5 out of 5 stars

helpful customer service

Phoned True Potential for assistance in completing the required idenity verification checks and received help from Natasha who was exremely pleasant and patient with me. As a result the checks successfully completed.

8 May 2026
Unprompted review
True Potential logo

Reply from True Potential

Hi Tom, we're pleased to hear about the help you received from Natasha. Thank you for taking the time to leave a review.

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