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.

• Judith Evelyn Farrall-Wilks

  IRN JEC00025

  • [FCA CF] Client dealing (25 Mar 2022 to 25 Sep 2024)
  • [FCA CF] Functions requiring qualifications (25 Mar 2022 to 25 Sep 2024)
• Judith Lynn Skelly

  IRN JLS01147

  • CF30 Customer (12 Apr 2017 to 12 Dec 2017)
• Julia Brown

  IRN JXK00074

  • [FCA CF] Functions requiring qualifications (28 Jul 2023 to 25 Nov 2024)
  • [FCA CF] Client dealing (28 Jul 2023 to 25 Nov 2024)
• Julia Louise Peach

  IRN JLP01056

  • CF30 Customer (3 May 2019 to 20 Jun 2019)
• Julian Bowen

  IRN JXB02419

  • [FCA CF] Functions requiring qualifications (4 Feb 2020 to 16 Feb 2022)
  • [FCA CF] Client dealing (4 Feb 2020 to 16 Feb 2022)
• Julian Jan Szuminski

  IRN JIS00003

  • [FCA CF] Client dealing (20 Mar 2023 to 20 May 2024)
  • [FCA CF] Functions requiring qualifications (20 Mar 2023 to 20 May 2024)
• Julian John Baker

  IRN JJB01142

  • CF30 Customer (15 Aug 2013 to 10 Jun 2016)
• Julian John Hope

  IRN JJH00004

  • [FCA CF] Functions requiring qualifications (29 Mar 2021 to 16 May 2023)
  • [FCA CF] Client dealing (29 Mar 2021 to 16 May 2023)
• Julian John Mann

  IRN JXM01808

  • [FCA CF] Functions requiring qualifications (10 Feb 2023 to 15 Oct 2024)
  • [FCA CF] Client dealing (10 Feb 2023 to 15 Oct 2024)
• Julian Kim Monroe

  IRN JKM01062

  • [FCA CF] Functions requiring qualifications (3 Dec 2020 to 11 Mar 2022)
  • [FCA CF] Client dealing (3 Dec 2020 to 11 Mar 2022)

No changes recorded yet.