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.

• Darren Michael Lambert

  IRN DML00012

  • [FCA CF] Client dealing (24 Apr 2025 to 1 Oct 2025)
  • [FCA CF] Functions requiring qualifications (24 Apr 2025 to 1 Oct 2025)
• Darren Michael Potter

  IRN DMP00017

  • 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] Functions requiring qualifications (since 17 Feb 2021)
  • [FCA CF] Client dealing (since 17 Feb 2021)
  • CF30 Customer (5 Nov 2010 to 13 Apr 2011)
• Darren Parker

  IRN DXP00080

  • [FCA CF] Client dealing (14 Jun 2023 to 24 Feb 2026)
  • [FCA CF] Functions requiring qualifications (14 Jun 2023 to 24 Feb 2026)
• Darren Paul Crabb

  IRN DPC00015

  • [FCA CF] Functions requiring qualifications (4 May 2020 to 31 Jan 2025)
  • [FCA CF] Client dealing (4 May 2020 to 31 Jan 2025)
• Darren Paul O'Neill

  IRN DPO00004

  • 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] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (21 Mar 2017 to 8 Dec 2019)
• Darren Richard Manser

  IRN DRM00063

  • [FCA CF] Client dealing (24 Mar 2023 to 14 Jul 2025)
  • [FCA CF] Functions requiring qualifications (24 Mar 2023 to 14 Jul 2025)
• Darren Smart

  IRN DXS00184

  • CF30 Customer (10 Jan 2014 to 3 Jun 2016)
• Darren William Alf Bennett

  IRN DWB01138

  • [FCA CF] Functions requiring qualifications (19 Mar 2021 to 17 Jul 2025)
  • [FCA CF] Client dealing (19 Mar 2021 to 17 Jul 2025)
• Darren Wilson

  IRN DXW00083

  • [FCA CF] Manager of certification employee (8 Dec 2021 to 3 Mar 2023)
• Darren Wood

  IRN DXW01477

  • [FCA CF] Functions requiring qualifications (25 Oct 2022 to 22 Nov 2022)
  • [FCA CF] Client dealing (25 Oct 2022 to 22 Nov 2022)

No changes recorded yet.