True Potential Wealth Management LLP

FRN: 529810
Date authorised: 1 April 2013
Companies House: OC356611
Last scraped: 1 day ago

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Newburn House

Newburn Riverside

Newcastle upon Tyne

NE15 8NX

UNITED KINGDOM

Phone

+4401914061526

Web

https://www.tpllp.com
Complaints Contact

Newburn House

Newburn Riverside

Newcastle upon Tyne

NE15 8NX

UNITED KINGDOM

Phone

+441914061526

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

Buy-to-Let Mortgage Advice
Buy-to-Let Mortgage Arranging
P2P Lending Advice

For Commercial, Retail (Investment), Professional, Retail (Non-Investment Insurance)
Pension Transfer Advice

For Retail (Investment), Professional, Life Policy, Personal pension scheme, Stakeholder pension scheme, Rights to or interests in investments (Security), Unit, Rights to or interests in investments (Contractually Based Investments)
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.
Equity Release Advice

For Customer, Home reversion plans
Investment Advice (no pensions)

For Commercial, Retail (Investment), Professional, Retail (Non-Investment Insurance), Structured Deposits, Life Policy, Rights to or interests in investments (Contractually Based Investments), Debenture, Personal pension scheme, Share, Unit, Non-investment insurance contracts, Certificates representing certain security, Government and public security, Rights to or interests in investments (Security), Stakeholder pension scheme, 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.
Mortgage Advice

For Customer, Regulated mortgage contract
Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Equity Release Arranging

For Customer, Home reversion plans
Arranges Investments

For Commercial, Retail (Investment), Professional, Retail (Non-Investment Insurance), Structured Deposits, Life Policy, Rights to or interests in investments (Contractually Based Investments), Debenture, Personal pension scheme, Share, Unit, Non-investment insurance contracts, Certificates representing certain security, Government and public security, Rights to or interests in investments (Security), Stakeholder pension scheme, 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.
Mortgage Arranging

For Customer, Regulated mortgage contract
Credit Brokering
Debt Advice
Show 1 limitation Hide limitations
- · i) Limited to debt Counseilling with no debt management ii) Limited to debt counselling in connection with investment advice and buy-to -let mortgages and second charge mortgages.
Equity Release Setup

For Customer, Home reversion plans
Mortgage Setup

For Customer, Regulated mortgage contract
Investment Setup

For Commercial, Retail (Investment), Professional, Retail (Non-Investment Insurance), Structured Deposits, Life Policy, Rights to or interests in investments (Contractually Based Investments), Debenture, Personal pension scheme, Share, Unit, Non-investment insurance contracts, Certificates representing certain security, Government and public security, Rights to or interests in investments (Security), Stakeholder pension scheme, 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.

Michael Arthur Scrivener
IRN MAS00044
- (1311)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1312)4. Giving personal recommendations on retail investment products which are not broker funds
- (1313)[FCA CF] Client dealing (since 4 Nov 2025)
- (1314)[FCA CF] Functions requiring qualifications (since 4 Nov 2025)
Michael Benjamin John Franklin
IRN MBF00005
- (1814)7. Giving personal recommendations on long-term care insurance contracts
- (1816)4. Giving personal recommendations on retail investment products which are not broker funds
- (1815)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1818)[FCA CF] Functions requiring qualifications (since 15 Aug 2023)
- (1817)[FCA CF] Client dealing (since 15 Aug 2023)
Michael Brown
IRN MXB00525
- (4642)4. Giving personal recommendations on retail investment products which are not broker funds
- (4641)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (4644)[FCA CF] Functions requiring qualifications (since 12 Jan 2022)
- (4643)[FCA CF] Client dealing (since 12 Jan 2022)
- (1154)[FCA CF] Manager of certification employee (19 Dec 2022 to 23 May 2025)
Michael Charles Sweeney
IRN MCS00036
- (1448)[FCA CF] Functions requiring qualifications (11 Jan 2022 to 12 Nov 2024)
- (1447)[FCA CF] Client dealing (11 Jan 2022 to 12 Nov 2024)
Michael Colin Pigdon
IRN MCP00006
- (3788)4. Giving personal recommendations on retail investment products which are not broker funds
- (3787)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (3790)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- (3789)[FCA CF] Client dealing (since 9 Dec 2019)
- (855)CF30 Customer (25 Jan 2019 to 8 Dec 2019)
Michael Crampton
IRN MXC00149
- (2471)[FCA CF] Client dealing (17 Feb 2021 to 17 Mar 2021)
- (2472)[FCA CF] Functions requiring qualifications (17 Feb 2021 to 17 Mar 2021)
Michael David Bell
IRN MDB00030
- (1346)[FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2024)
- (1347)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2024)
- (1345)CF30 Customer (9 Jan 2013 to 8 Dec 2019)
Michael David Glover
IRN MDG00008
- (26)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Mar 2020)
- (25)[FCA CF] Client dealing (9 Dec 2019 to 18 Mar 2020)
- (24)CF30 Customer (6 Aug 2013 to 8 Dec 2019)
Michael Dunn
IRN MXD00074
- (65)CF30 Customer (24 Sep 2012 to 11 Jul 2019)
Michael Edward Meese
IRN MEM01097
- (1111)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1112)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1113)4. Giving personal recommendations on retail investment products which are not broker funds
- (1114)[FCA CF] Client dealing (since 24 Apr 2023)
- (1115)[FCA CF] Functions requiring qualifications (since 24 Apr 2023)

Recent activity

Updates to this firm's record on the FCA register.

1 day ago
controlled function added: (4941)[FCA CF] Functions requiring qualifications
1 day ago
controlled function added: (4940)[FCA CF] Client dealing
1 day ago
controlled function added: (4939)4. Giving personal recommendations on retail investment products which are not broker funds
1 day ago
controlled function added: (4938)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
1 day ago
controlled function added: (4937)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
1 day ago
controlled function added: (4936)[FCA CF] Functions requiring qualifications
1 day ago
controlled function added: (4935)[FCA CF] Client dealing
1 day ago
controlled function added: (4934)4. Giving personal recommendations on retail investment products which are not broker funds
1 day ago
controlled function added: (4933)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
1 day ago
controlled function added: (4932)[FCA CF] Functions requiring qualifications

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.