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Investing

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True Potential is 3 out of 113 best companies in Investing on RealReviews.io

Customer reviews

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Summary

True Potential has a 5 - star rating from 8 reviews, indicating a high level of customer satisfaction!

  • 5 stars

    100%

    8 reviews

    8 reviews

  • 4 stars

    0%

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  • 3 stars

    0%

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  • 2 stars

    0%

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  • 1 stars

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  • d

    david gregory

    1 reviews

    Outstanding patience and efficiency

    The call handler, Jemima Kahugu, displayed outstanding patience and efficiency in guiding me through the drawdown setup process. Her 'can do' attitude and willingness to explain complex details made the experience seamless. The option to choose between speaking with an advisor or proceeding independently provided flexibility. Although I initially hesitated, the explanations given were quick, concise, and easily grasped. Overall, Jemima's professional and helpful approach, along with the straightforward process explanations, left me with a positive impression of the service provided by Plutus. I am grateful for their support and the clarity with which they handled my inquiries.

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  • H

    Hockenhull Glyn

    1 reviews

    United Kingdom

    I had trouble finishing my online pension drawdown

    I had trouble finishing my online pension drawdown request for the 2025-2026 year. I phoned True Potential. The call was picked up fast by a lovely staff member named Elle Forbes. She took her time and carefully walked me through the online steps. Not once did she make it seem like she wanted to hurry me off the phone, and she did everything posible to assist. It's a real pleasure nowadays to get such great customer service. Elle did an amazing job. Highly recomend.

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  • J

    John

    1 reviews

    The advisor, Alicia, was kind and skilled.

    The advisor, Alicia, was kind and skilled. She understood my financial condition completely. My situation is mostly stable and hasn't changed much since I started investing with the company. Alicia's attitude was helpful, and she guided me to more information on the True Potential portal if I ever wanted to use it. She answered all my questions and made me feel confident about the ongoing support I would receive.

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  • A

    Ann

    1 reviews

    I'm really grateful to Shaun for

    I'm really grateful to Shaun for his help and advice today. He's a delightful young man, very knowledgeable and thoughtful. I really appreciated the great advice he gave me. Shaun made it seem really easy to withdraw some of my savings and organize further investments for the future. The whole process seemed seamless, especially since I wanted to increase my monthly savings for investment too!

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  • F

    Fred

    1 reviews

    I am consistently pleased with the

    I am consistently pleased with the great assistance, guidance, knowledge, and courtesy provided by the individuals at True Potential who serve as our contacts. Today's experience was particularly noteworthy, as the person efficiently walked me through a form that I initially found complex, completing it in approximately five minutes.

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  • F

    Felix Aubel

    1 reviews

    Thank you for a first-class experience

    Jemima Kahugu delivered an outstanding service with a 'can-do' attitude, addressing all my requests in a highly efficient, professional, and helpful manner. I appreciate her dedication and the exceptional service she provided. Thank you for a first-class experience.

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  • L

    Laceby

    1 reviews

    The service was good as we went through the tutorial.

    The service was good as we went through the tutorial. They moved at a good speed and gave time for questions. When it came to areas outside the tutorial, they showed us the right direction.

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  • G

    G. Mason Evans

    1 reviews

    United Kingdom

    Good talk with Hannah from True Potential

    Good talk with Hannah from True Potential, she replys to all my questions in a nice way and makes things clear. Very kind and helpfull person.

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Rating on other websites

  • Trustpilot

    4.9

  • Glassdoor

    4.2

Business information

Own this company?

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Reviews with responses attract 🔥59% more returning customers and 🔥20% more first-time customers

Category:

Investing

Each brand on RealReviews.io belongs to a specific category, where it holds a position in the top rankings. The ranking is determined by various factors, such as the overall rating on the site, the number of reviews, the business's activity in managing reviews, engagement with customers, and more.

True Potential is 3 out of 113 best companies in Investing on RealReviews.io

About True Potential

The company aspires to transform the wealth management landscape through technological innovation. By leveraging technology to provide financial services, the firm empowers both financial advisers and their clients, enabling them to seize control of their financial futures. The emphasis on technological integration reflects a commitment to enhancing the efficiency and accessibility of wealth management. Through this approach, the company envisions revolutionizing traditional models and fostering a more dynamic and user-centric wealth management experience. Overall, the goal is to bring about positive change in the industry through strategic technological advancements.

Key Details:                                                                  

  • Location: The company is headquartered in Newcastle, United Kingdom.
  • Founders: True Potential was founded by David Harrison.
  • Foundation Date: The company was established in the year 2007.
  • Translation language
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