True Potential Wealth Management LLP

• 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

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

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

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

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

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

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

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

• John Joseph Murray

  IRN JJM00021

  • [FCA CF] Client dealing (9 Dec 2019 to 11 Jun 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Jun 2021)
  • CF30 Customer (20 Jun 2019 to 8 Dec 2019)
• John Joseph Welsh

  IRN JJW01064

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 8 Jan 2025)
  • [FCA CF] Functions requiring qualifications (since 8 Jan 2025)
• John Karl Jones

  IRN JKJ00001

  • [FCA CF] Client dealing (24 Mar 2022 to 3 May 2024)
  • [FCA CF] Functions requiring qualifications (24 Mar 2022 to 3 May 2024)
• John Keith Eastwood

  IRN JKE00002

  • [FCA CF] Client dealing (9 Dec 2019 to 22 Nov 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Nov 2022)
  • CF30 Customer (22 Jul 2013 to 8 Dec 2019)
• John Kenneth Burtney

  IRN JKB00004

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2023)
  • CF30 Customer (19 Feb 2014 to 8 Dec 2019)
• John Langford

  IRN JXL00078

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

  IRN JLB00010

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2021)
• John Lithgow Currie

  IRN JLC00021

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 24 Aug 2022)
  • [FCA CF] Functions requiring qualifications (since 24 Aug 2022)
• John Mark Brown

  IRN JMB00040

  • [FCA CF] Client dealing (9 Dec 2019 to 9 Sep 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Sep 2021)
  • CF30 Customer (20 Sep 2013 to 8 Dec 2019)
• John Mason

  IRN JXM00855

  • [FCA CF] Manager of certification employee (since 20 Aug 2021)
  • [FCA CF] Client dealing (20 Aug 2021 to 9 Jul 2024)
  • [FCA CF] Functions requiring qualifications (20 Aug 2021 to 9 Jul 2024)

No changes recorded yet.