True Potential Investments LLP

• Principal Place of Business

  True Potential

  9 Greenfinch Way

  Newcastle Upon Tyne

  NE15 8NX

  UNITED KINGDOM

  Phone

  +441915009169

  Web

  https://www.truepotential.co.uk

• Complaints Contact

  True Potential

  9 Greenfinch Way

  Newcastle Upon Tyne

  NE15 8NX

  UNITED KINGDOM

  Phone

  +4401915009169

• Open Banking

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• 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.

• 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

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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.

• 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.

• Runs Stakeholder Pensions

  For Professional, Retail (Investment)

• Runs Personal Pensions

  For Professional, Retail (Investment), Personal pension scheme

• 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.

• 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

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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.

• 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

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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.

• Jonathan James Richmond

  IRN JXR00684

  • [FCA CF] Material risk taker (24 Feb 2023 to 15 Feb 2024)
• Karina Trudy McTeague

  IRN KTM01017

  • SMF7 Group Entity Senior Manager (since 12 Mar 2025)
• Kevin John Kidney

  IRN KJK01055

  • 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
  • 17. Administrative functions in relation to managing investments
  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 24 May 2022)
  • [FCA CF] Client dealing (since 24 May 2022)
• Kieran Patrick Michael Hartnett

  IRN KXH00074

  • CF30 Customer (11 Jul 2016 to 8 Jan 2017)
• Kieron Lord

  IRN KXL00201

  • [FCA CF] Material risk taker (26 Apr 2022 to 1 Dec 2023)
• Laura Elizabeth Goodwin

  IRN LEG01017

  • CF30 Customer (24 Aug 2016 to 8 Jan 2017)
• Laurence Michael Edmans

  IRN LME01031

  • CF2 Non Executive Director (25 Jun 2014 to 5 Nov 2014)
• Liam Heale

  IRN LXH00669

  • [FCA CF] Significant management (since 1 Dec 2025)
• Luke Johnston-Bolton

  IRN LXJ01252

  • [FCA CF] Functions requiring qualifications (5 Aug 2022 to 29 Apr 2025)
  • [FCA CF] Client dealing (5 Aug 2022 to 29 Apr 2025)
• Mark Henderson

  IRN MXH01913

  • SMF1 Chief Executive (9 Mar 2020 to 24 Dec 2024)
  • SMF27 Partner (9 Dec 2019 to 24 Dec 2024)
  • CF4 Partner (5 Jan 2011 to 8 Dec 2019)

• Accendo Accountants Limited (no longer appointed)

  FRN 759541 · Appointed 30 Sep 2016 · Until 9 Jan 2017

• Kings Oak Accountancy Services Ltd (no longer appointed)

  FRN 759599 · Appointed 30 Sep 2016 · Until 9 Jan 2017

• Cade McKeever Ltd (no longer appointed)

  FRN 451328 · Appointed 19 Sep 2016 · Until 9 Jan 2017

No changes recorded yet.