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.

• Andrew McCulley

  IRN AXM00287

  • CF30 Customer (5 Jul 2012 to 1 Feb 2013)
• Andrew Morrow

  IRN AGM01104

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Jul 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 13 Jul 2023)
  • CF30 Customer (4 Sep 2018 to 8 Dec 2019)
• Andrew Paul Deere

  IRN APD00023

  • CF30 Customer (12 Jan 2017 to 8 Dec 2019)
• Andrew Paul McDaid

  IRN APM00004

  • CF30 Customer (10 Dec 2013 to 11 Nov 2016)
• Andrew Paul Robson

  IRN APR00010

  • [FCA CF] Functions requiring qualifications (15 Apr 2021 to 27 Jun 2023)
  • [FCA CF] Client dealing (15 Apr 2021 to 27 Jun 2023)
• Andrew Peter Lucas

  IRN APL00019

  • CF30 Customer (11 May 2017 to 3 Jul 2019)
• Andrew Peter Twomey

  IRN APT01076

  • 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. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 11 Jul 2024)
  • [FCA CF] Client dealing (since 11 Jul 2024)
• Andrew Reginald Bishop

  IRN ARB00002

  • 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 4 Jan 2021)
  • [FCA CF] Functions requiring qualifications (since 4 Jan 2021)
• Andrew Robert Horne

  IRN ARH00034

  • CF30 Customer (11 Dec 2012 to 26 Oct 2017)
• Andrew Robert Lynch

  IRN ARL00015

  • [FCA CF] Client dealing (9 Dec 2019 to 15 Apr 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Apr 2025)
  • CF30 Customer (14 May 2012 to 8 Dec 2019)

No changes recorded yet.