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
View 26 addresses
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
135
Turnover
£163.61M
Total Assets
£937.6M
Cash in Bank
£1.33M
Total Liabilities
-£667.18M
Teams
898
442
300
148
115
100
35
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 May 2023
Partner • Joined Jul 2015
Chief Financial Officer • Joined Jul 2023
Chief Investment Officer • Joined Aug 2019
Equity Partner • Joined Feb 2007
Equity Partner • Joined Feb 2018
Equity Partner
Equity Partner • Joined Apr 2006
Deputy Chief Investment Officer • Joined Jun 2015
Group Chief Transformation Officer • Joined Sep 2024
Wealth Management Partner • Joined Oct 2022
Wealth Management Partner • Joined Oct 2020
Partner • Joined May 2023
Partner • Joined Jul 2015
Partner • Joined May 2012
Partner • Joined Apr 2024
Partner • Joined Jul 2016
Partner • Joined May 2014
Partner • Joined Jul 2020
Partner • Joined Apr 2021
Partner • Joined Oct 2017
Partner • Joined Apr 2021
Client Manager • Joined Sep 2019
Relationship Manager • Joined Jul 2020
Account Manager • Joined Jan 2022
Account Manager • Joined Jun 2023
Client Manager • Joined Feb 2020
Client Manager • Joined Jul 2023
Client Manager • Joined Jun 2023
Client Manager • Joined Oct 2024
Head Of Support • Joined Mar 2015
Client Relationship Manager • Joined Dec 2024
Partner • Joined May 2023
Partner • Joined Jul 2015
Partner • Joined May 2012
Partner • Joined Apr 2024
Partner • Joined Jul 2016
Partner • Joined May 2014
Partner • Joined Jul 2020
Partner • Joined Apr 2021
Partner • Joined Oct 2017
Partner • Joined Apr 2021
Chairman And Non-Executive Board Member • Joined Apr 2023
Equity Partner • Joined Feb 2007
Equity Partner • Joined Feb 2018
Equity Partner
Equity Partner • Joined Apr 2006
Deputy Chief Investment Officer • Joined Jun 2015
Group Chief Transformation Officer • Joined Sep 2024
Manager • Joined May 2015
Operations Manager • Joined Mar 2012
Portfolio Manager • Joined Aug 2021
Executive Assistant • Joined Feb 2019
Client Account Manager • Joined Apr 2024
Client Account Manager • Joined Dec 2023
Recruitment Account Manager • Joined Aug 2023
Recruitment Account Manager • Joined Feb 2025
Business Support Manager • Joined Aug 2020
Client Account Manager • Joined Aug 2023
Client Account Manager • Joined Nov 2023
Administrator • Joined Jun 2010
Administrator • Joined Nov 2010
View 898 members