True Potential Wealth Management LLP

Principal Place of Business

Phone

+4401914061526

Web

https://www.tpllp.com

Complaints Contact

Phone

+441914061526

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)

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

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

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

Mortgage Arranging

For Customer, Regulated mortgage contract

Credit Brokering

Debt Advice

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

IRN MAS00044

• (1311)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (1312)4. Giving personal recommendations on retail investment products which are not broker funds
• (1313)[FCA CF] Client dealing (since 4 Nov 2025)
• (1314)[FCA CF] Functions requiring qualifications (since 4 Nov 2025)

IRN MBF00005

• (1814)7. Giving personal recommendations on long-term care insurance contracts
• (1816)4. Giving personal recommendations on retail investment products which are not broker funds
• (1815)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (1818)[FCA CF] Functions requiring qualifications (since 15 Aug 2023)
• (1817)[FCA CF] Client dealing (since 15 Aug 2023)

IRN MXB00525

• (4642)4. Giving personal recommendations on retail investment products which are not broker funds
• (4641)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (4644)[FCA CF] Functions requiring qualifications (since 12 Jan 2022)
• (4643)[FCA CF] Client dealing (since 12 Jan 2022)
• (1154)[FCA CF] Manager of certification employee (19 Dec 2022 to 23 May 2025)

IRN MCS00036

• (1448)[FCA CF] Functions requiring qualifications (11 Jan 2022 to 12 Nov 2024)
• (1447)[FCA CF] Client dealing (11 Jan 2022 to 12 Nov 2024)

IRN MCP00006

• (3788)4. Giving personal recommendations on retail investment products which are not broker funds
• (3787)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (3790)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• (3789)[FCA CF] Client dealing (since 9 Dec 2019)
• (855)CF30 Customer (25 Jan 2019 to 8 Dec 2019)

IRN MXC00149

• (2471)[FCA CF] Client dealing (17 Feb 2021 to 17 Mar 2021)
• (2472)[FCA CF] Functions requiring qualifications (17 Feb 2021 to 17 Mar 2021)

IRN MDB00030

• (1346)[FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2024)
• (1347)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2024)
• (1345)CF30 Customer (9 Jan 2013 to 8 Dec 2019)

IRN MDG00008

• (26)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Mar 2020)
• (25)[FCA CF] Client dealing (9 Dec 2019 to 18 Mar 2020)
• (24)CF30 Customer (6 Aug 2013 to 8 Dec 2019)

IRN MXD00074

• (65)CF30 Customer (24 Sep 2012 to 11 Jul 2019)

IRN MEM01097

• (1111)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
• (1112)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (1113)4. Giving personal recommendations on retail investment products which are not broker funds
• (1114)[FCA CF] Client dealing (since 24 Apr 2023)
• (1115)[FCA CF] Functions requiring qualifications (since 24 Apr 2023)