True Potential Wealth Management LLP

Date authorised
1 April 2013
Companies House
OC356611
Last scraped
2 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.

  • Michael Edwin Harwood

    IRN MEH00025

    • (4721)4. Giving personal recommendations on retail investment products which are not broker funds
    • (4720)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (4723)[FCA CF] Functions requiring qualifications (since 25 Feb 2026)
    • (4722)[FCA CF] Client dealing (since 25 Feb 2026)
  • Michael Ernest Anderson

    IRN MEA00003

    • (3948)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (3949)4. Giving personal recommendations on retail investment products which are not broker funds
    • (3951)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (3950)[FCA CF] Client dealing (since 9 Dec 2019)
    • (985)CF30 Customer (23 May 2013 to 8 Dec 2019)
  • Michael Francis Bertelli

    IRN MFB01037

    • (2806)4. Giving personal recommendations on retail investment products which are not broker funds
    • (2805)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (2804)11. Pension transfer specialist
    • (2808)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (2807)[FCA CF] Client dealing (since 9 Dec 2019)
    • (1812)CF30 Customer (26 Jul 2016 to 8 Dec 2019)
  • Michael Francis Thackeray

    IRN MXT00036

    • (3694)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (3695)4. Giving personal recommendations on retail investment products which are not broker funds
    • (3696)[FCA CF] Client dealing (since 9 Dec 2019)
    • (3697)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (804)CF30 Customer (27 Jan 2014 to 8 Dec 2019)
  • Michael Frank Bibb

    IRN MFB00020

    • (2316)4. Giving personal recommendations on retail investment products which are not broker funds
    • (2315)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (2318)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (2317)[FCA CF] Client dealing (since 9 Dec 2019)
    • (1527)CF30 Customer (11 Oct 2019 to 8 Dec 2019)
  • Michael Franks

    IRN MXF01882

    • (469)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (471)4. Giving personal recommendations on retail investment products which are not broker funds
    • (470)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (473)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (472)[FCA CF] Client dealing (since 9 Dec 2019)
    • (561)CF30 Customer (24 May 2018 to 8 Dec 2019)
  • Michael Gary Woollard

    IRN MGW01092

    • (1040)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1039)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (1042)[FCA CF] Functions requiring qualifications (since 14 Jan 2021)
    • (1041)[FCA CF] Client dealing (since 14 Jan 2021)
  • Michael Geoffrey Norman

    IRN MGN00004

    • (2200)[FCA CF] Functions requiring qualifications (6 Nov 2020 to 13 Oct 2021)
    • (2199)[FCA CF] Client dealing (6 Nov 2020 to 13 Oct 2021)
  • Michael Godfrey

    IRN MXG00096

    • (21)CF30 Customer (5 Nov 2010 to 30 Dec 2010)
  • Michael Goodwin

    IRN MXG00086

    • (2163)[FCA CF] Functions requiring qualifications (30 Oct 2020 to 1 Sep 2022)
    • (2162)[FCA CF] Client dealing (30 Oct 2020 to 1 Sep 2022)
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Recent activity

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

  1. controlled function added: (4921)4. Giving personal recommendations on retail investment products which are not broker funds

  2. controlled function added: (4920)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  3. controlled function added: (4919)[FCA CF] Functions requiring qualifications

  4. controlled function added: (4918)[FCA CF] Client dealing

  5. controlled function added: (4917)4. Giving personal recommendations on retail investment products which are not broker funds

  6. controlled function added: (4916)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  7. controlled function added: (4915)[FCA CF] Functions requiring qualifications

  8. controlled function added: (4914)[FCA CF] Client dealing

  9. controlled function added: (4913)4. Giving personal recommendations on retail investment products which are not broker funds

  10. controlled function added: (4912)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

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