True Potential Wealth Management LLP

Date authorised
1 April 2013
Companies House
OC356611
Last scraped
4 days 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
    • · 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
    • · 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

    Show 1 limitation
    • · 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
    • · 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
    • · 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
    • · 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.

  • Neal Pritchard

    IRN NXP01266

    • (350)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Jun 2020)
    • (349)[FCA CF] Client dealing (9 Dec 2019 to 3 Jun 2020)
    • (348)CF30 Customer (18 Sep 2019 to 8 Dec 2019)
  • Neena Banerjee

    IRN NXB00232

    • (4566)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (4567)[FCA CF] Client dealing (since 6 Apr 2023)
    • (4568)[FCA CF] Functions requiring qualifications (since 6 Apr 2023)
  • Neil Adrian Loveitt

    IRN NAL00012

    • (3034)4. Giving personal recommendations on retail investment products which are not broker funds
    • (3033)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (3036)[FCA CF] Functions requiring qualifications (since 2 May 2025)
    • (3035)[FCA CF] Client dealing (since 2 May 2025)
  • Neil Andrew Johnson

    IRN NAJ00010

    • (2603)CF4 Partner (6 Jan 2015 to 1 Mar 2019)
  • Neil Charles Jaundrell

    IRN NCJ00001

    • (1522)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1521)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (1523)[FCA CF] Client dealing (since 24 Nov 2021)
    • (1524)[FCA CF] Functions requiring qualifications (since 24 Nov 2021)
    • (419)CF30 Customer (14 Jun 2012 to 30 Apr 2014)
  • Neil Charles Jeffrey

    IRN NCJ00004

    • (2504)4. Giving personal recommendations on retail investment products which are not broker funds
    • (2503)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (2505)[FCA CF] Client dealing (since 15 Aug 2025)
    • (2506)[FCA CF] Functions requiring qualifications (since 15 Aug 2025)
  • Neil Clifford Sanderson

    IRN NCS00012

    • (3663)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (3664)4. Giving personal recommendations on retail investment products which are not broker funds
    • (3666)[FCA CF] Functions requiring qualifications (since 26 May 2021)
    • (3665)[FCA CF] Client dealing (since 26 May 2021)
  • Neil David Beattie

    IRN NDB00007

    • (1538)[FCA CF] Functions requiring qualifications (21 Jul 2020 to 28 Oct 2021)
    • (1537)[FCA CF] Client dealing (21 Jul 2020 to 28 Oct 2021)
  • Neil David Lacey

    IRN NDL00002

    • (1296)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1294)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1295)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (1298)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (1297)[FCA CF] Client dealing (since 9 Dec 2019)
    • (336)CF30 Customer (6 Sep 2012 to 8 Dec 2019)
  • Neil David Starkie

    IRN NDS01054

    • (2310)CF30 Customer (6 Jan 2014 to 8 May 2019)
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Recent activity

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

  1. controlled function added: (4931)[FCA CF] Client dealing

  2. controlled function added: (4930)4. Giving personal recommendations on retail investment products which are not broker funds

  3. controlled function added: (4929)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  4. controlled function added: (4928)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  5. controlled function added: (4927)[FCA CF] Functions requiring qualifications

  6. controlled function added: (4926)[FCA CF] Client dealing

  7. controlled function added: (4925)4. Giving personal recommendations on retail investment products which are not broker funds

  8. controlled function added: (4924)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  9. controlled function added: (4923)[FCA CF] Functions requiring qualifications

  10. controlled function added: (4922)[FCA CF] Client dealing

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