True Potential Investments LLP
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
True Potential9 Greenfinch WayNewcastle Upon TyneNE15 8NXUNITED KINGDOM- Phone
- +441915009169
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Complaints Contact
True Potential9 Greenfinch WayNewcastle Upon TyneNE15 8NXUNITED KINGDOM- Phone
- +4401915009169
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Open Banking
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Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant
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- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Arranges Asset Safekeeping
For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Unit, Warrant
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Stockbroking
For Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant
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- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Runs Stakeholder Pensions
For Professional, Retail (Investment)
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Runs Personal Pensions
For Professional, Retail (Investment), Personal pension scheme
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Investment Setup
For Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant
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- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Manages Your Portfolio
For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Holds Your Assets
For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Ian Paul Brooks
IRN IPT01014
- CF30 Customer (26 Sep 2016 to 9 Jan 2017)
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James Stabler
IRN JAS01503
- CF30 Customer (15 Oct 2015 to 14 Dec 2016)
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Jedidiah Serson Clemont Wilson
IRN JSW01180
- CF30 Customer (17 Dec 2015 to 30 Jul 2016)
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Jeffrey Derek Casson
IRN JDC01154
- SMF1 Chief Executive (since 23 Dec 2024)
- SMF27 Partner (since 19 Dec 2019)
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Joanne Reed
IRN JXR01388
- CF30 Customer (22 May 2014 to 19 Oct 2015)
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Joanne Tucker
IRN JXT00845
- [FCA CF] Significant management (since 1 Dec 2025)
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Jodi Balfe
IRN JXB38491
- Director of firm who is not a certification employee or a SMF manager (since 3 Jan 2023)
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John Elwyn Phillips
IRN JEP01098
- CF30 Customer (31 Mar 2016 to 9 Jan 2017)
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John Watson
IRN JXW01832
- [FCA CF] Significant management (since 1 Dec 2025)
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Jonathan Howard David Lester
IRN JHL00004
- CF30 Customer (1 Aug 2016 to 23 Aug 2016)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Accendo Accountants Limited (no longer appointed)
FRN 759541 · Appointed 30 Sep 2016 · Until 9 Jan 2017
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Kings Oak Accountancy Services Ltd (no longer appointed)
FRN 759599 · Appointed 30 Sep 2016 · Until 9 Jan 2017
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.