True Potential Wealth Management
True Potential Wealth Management offers financial advice and wealth management services tailored to individual client needs. They provide personal advice and utilize technology for financial planning.
- Retirement planning
- Investment management
- Auto enrolment services
- Personal financial advice
- Tax and inheritance planning
Locations
Digital Popularity
Competitors
Heron House provides financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees.
Company Details
True Potential Wealth Management is operated by True Potential LLP and is a Active company incorporated on 5 December 2012 with the registered office located in Newcastle upon Tyne, Tyne and Wear. True Potential LLP was registered 12 years ago.
Status
Active
Size
Large
Directors
2
Age
12 years old
Employees
152
Turnover
£265.1M
Total Assets
£856.72M
Cash in Bank
£20.34M
Total Liabilities
-£57M
Teams
898
447
443
115
65
51
24
Group Chief Executive Officer • Joined Feb 2025
Wealth Manager - Partner • Joined Jan 2020
Wealth Manager Partner • Joined Jan 2023
Investment Director - Partner • Joined Feb 2018
Chairman And Non-Executive Board Member • Joined Apr 2023
Partner & Chartered Wealth Manager • Joined Nov 2013
Non Executive Director • Joined Jan 2022
Non Executive Director • Joined Dec 2016
Partner • Joined Mar 2017
Partner • Joined Jan 2013
Group Chief Executive Officer • Joined Feb 2025
Chairman And Non-Executive Board Member • Joined Apr 2023
Non Executive Director • Joined Jan 2022
Non Executive Director • Joined Dec 2016
Partner • Joined Mar 2017
Partner • Joined Jan 2013
Partner • Joined Jun 2017
Partner • Joined May 2009
Partner • Joined Mar 2011
Partner • Joined Jan 2020
Chief Investment Officer • Joined Aug 2019
Chief Financial Officer • Joined Jul 2023
Equity Partner • Joined Apr 2006
Equity Partner • Joined Feb 2018
Equity Partner
Equity Partner • Joined Feb 2007
Group Chief Transformation Officer • Joined Sep 2024
Deputy Chief Investment Officer • Joined Jun 2015
Wealth Management Partner • Joined Jun 2022
Wealth Management Partner • Joined Oct 2020
Client Manager • Joined Sep 2019
Relationship Manager • Joined Jul 2020
Account Manager • Joined Jan 2022
Client Manager • Joined Jul 2023
Client Manager • Joined Feb 2020
Account Manager • Joined Jun 2023
Client Manager • Joined Oct 2024
Client Manager • Joined Jun 2023
Head Of Support • Joined Mar 2015
Client Relationship Manager • Joined Sep 2022
Chief Technology Officer • Joined Mar 2024
Project Manager • Joined Apr 2023
IT Manager • Joined Apr 2023
Project Manager • Joined Jan 2021
Content Manager • Joined Mar 2017
People Project Manager • Joined Apr 2025
Paid Search Manager
Cyber Security Manager • Joined Feb 2025
Head Of Mobile Applications • Joined Jul 2017
Head Of Client Facing Development • Joined Sep 2023
Executive Assistant • Joined Feb 2019
Office Manager • Joined Mar 2021
Office Manager • Joined Aug 2024
Practice Manager • Joined Mar 2020
Business Support Manager • Joined Aug 2020
Head Of Company Secretariat • Joined Sep 2024
Administrator • Joined Jun 2010
Administrator • Joined Feb 2016
Administrator • Joined Nov 2010
Administrator • Joined Jul 2024
Content Marketing Executive • Joined Jul 2023
Client Account Manager • Joined Apr 2024
Recruitment Account Manager • Joined Aug 2023
Client Account Manager • Joined Aug 2023
Recruitment Account Manager • Joined Feb 2025
Client Account Manager • Joined Dec 2023
Client Account Manager • Joined Nov 2023
Training & Implementation Assistant Manager • Joined Sep 2023
Head Of Training & Competence • Joined Feb 2022
Recruitment Associate • Joined Mar 2015
View 898 members