Is True Potential trustworthy? View the Checkuno Score
truepotential.co.uk
True Potential provides personal financial advice, investment management and wealth management services in the UK. It offers ISAs, pensions and investment portfolios alongside its technology platform. The company is based in Newcastle upon Tyne.
Checkuno helps you determine if a business can be trusted based on reliability signals, experiences and business information.
How is the Checkuno Score calculated?
The Checkuno Score gives an indication of how much a business can be trusted. The score is determined using various reliability signals, such as business information, domain data, reputation indicators and other relevant factors. The score is meant as an aid in assessing a business and is not a guarantee or definitive judgement.
Score Breakdown
Visual representation of the Checkuno Score.
Checkuno Insights
Interactions with advisers and team members are a recurring discussion point. Support through financial processes is mentioned regularly.
Communication with the company is discussed regularly. Experiences around phone contact and process timing vary.
The platform and app are a recurring topic. Navigation and occasional technical friction such as login prompts come up.
The handling of withdrawals, plan updates and investments is discussed regularly. Pension transfer timing is a recurring topic.
The overall picture leans positive. Recurring themes centre on staff interaction, the platform and process timing.
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Company Information
- Website
- truepotential.co.uk
- Category
- Finance
- Registered since
- 2004
- Domain age
- 22 years
- Country
- United Kingdom
About this business
Background
True Potential is a financial advice and investment management company in the United Kingdom. It has been around since 2007. Its headquarters are in Newcastle upon Tyne. The company serves a client base of over 615,000 people.
Services
True Potential provides personal financial advice, investment management, ISAs and pensions. Financial plans are created by qualified advisers. Investment portfolios are built using expertise drawn from professionals worldwide, spanning 183 global locations. The business specialises in retirement planning, growth investments and financial control.
Technology and support
The company operates a Hybrid Advice model that combines personal advice with platform access. Its technology provides 24/7 access to monitor investments and see a whole financial picture in one place. Brands include impulseSave and the Indigo Smart Assistant. Clients receive annual financial plan updates and support from a dedicated Relationship Management Team.