Reviews Summary

True Potential has a 5.0 - star rating from 5 reviews, indicating a high level of customer satisfaction!

5 stars
5 Reviews
4 stars
0 Reviews
3 stars
0 Reviews
2 stars
0 Reviews
1 stars
0 Reviews
Rating (1.0)

About company

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.

Customer reviews

Sort by:
  • Sort by:
  • Most relevant
  • By date
  • By rating
(5.0)
I'm really grateful to Shaun for
by Ann

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!

Respond as company
(5.0)
The service was good as we went through the tutorial.
by Laceby

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.

Respond as company
(5.0)
I am consistently pleased with the
by Fred

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.

Respond as company
(5.0)
Outstanding patience and efficiency
by david gregory

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.

Respond as company
(5.0)
Thank you for a first-class experience
by Felix Aubel

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.

Respond as company

Didn't find what you were looking for?

Feel free to ask your questions, and our team will be delighted to provide answers.

Similar companies