True Potential

True Potential, financial advice and wealth management in Newcastle upon Tyne

True Potential is a British financial advice and wealth management firm headquartered at Gateway West, Newburn Riverside, Newcastle upon Tyne. It operates under the trading name True Potential and brings together several companies: True Potential Wealth Management LLP, True Potential Investments LLP and True Potential Administration LLP, all part of True Potential Group Limited, registered in England and Wales and authorised and regulated by the Financial Conduct Authority (FCA).

The firm presents itself as a personalised financial planning service: its advisers create a plan tailored to each client aimed at long-term goals and offer an ongoing advice service with reviews at least annually. The entity itself warns that investing carries risk: capital can fluctuate and the client could get back less than they invested.

Advice areas: tax, savings, investment and retirement

The advice service catalogue covers several specific areas:

• Tax and inheritance advice.
• Savings and investments.
• Retirement and pensions.
• Final salary pensions.
• Finding a local adviser.

In the investment area, the firm offers general investment accounts, stocks and shares ISAs, junior ISAs, personal pensions, junior pensions, pension consolidation and workplace pensions. It also offers a cash savings product called True Potential Cash Savings.

Technology platform and investment management

The company highlights its proprietary technology as a control tool for the client: permanent access to review and top up investments, a consolidated view of their financial situation and contact channels. The True Potential platform had £40.7 billion invested according to the figure the site indicated as at 30 June 2026.

Investment portfolios are built with the input of more than 9,801 professionals across 183 locations, with the stated aim of achieving global diversification, maximising growth within the chosen risk profile and reducing volatility. The firm describes this approach as "unrivalled insight" in its own presentation.

Client base and business volume

According to data published on its own website, True Potential has more than 640,000 clients. The entity serves both individual clients and professional financial advisers, for whom it maintains a specific section of services and documentation.

Corporate structure and regulation

The site's corporate information details the group structure and its supervision:

• True Potential Wealth Management LLP (registered number OC356611), authorised and regulated by the FCA with number 529810.
• True Potential Investments LLP (OC356027), regulated by the FCA with number 527444.
• True Potential Administration LLP (OC426081), regulated by the FCA with number 924423.
• True Potential Adviser Services (OC326607), not regulated by the FCA.
• True Potential LLP, registered in England and Wales as a limited liability partnership with number OC380771.

The registered office of all entities coincides with the head office in Newcastle upon Tyne. The firm also holds registered trademarks such as True Potential®, impulseSave®, True Potential One® and Indigo Smart Assistant®.

Contact and customer service

The website distinguishes two phone lines: one for existing clients and another for those who are not yet clients and are seeking information. It also offers a call request form and a virtual assistant service called Indigo Smart Assistant. The entity warns that the value of investments can go down and that invested capital is at risk.

Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX