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

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  • · 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

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  • · 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.

• David Peter Martin

  IRN DPM00044

  • 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 28 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 28 Aug 2025)
• David Peter May

  IRN DPM00005

  • [FCA CF] Client dealing (18 Aug 2022 to 7 Jun 2024)
  • [FCA CF] Functions requiring qualifications (18 Aug 2022 to 7 Jun 2024)
• David Playfair

  IRN DXP00029

  • [FCA CF] Client dealing (16 Dec 2022 to 12 Sep 2025)
  • [FCA CF] Functions requiring qualifications (16 Dec 2022 to 12 Sep 2025)
• David Rae Coldrick

  IRN DRC01113

  • 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 Feb 2022)
  • [FCA CF] Functions requiring qualifications (since 24 Feb 2022)
• David Raymond Gosbee

  IRN DXG00011

  • [FCA CF] Client dealing (20 Apr 2020 to 4 Jan 2024)
  • [FCA CF] Functions requiring qualifications (20 Apr 2020 to 4 Jan 2024)
• David Raymond Smith

  IRN DRS01149

  • [FCA CF] Client dealing (9 Dec 2019 to 28 Jul 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Jul 2021)
  • CF30 Customer (3 Jul 2014 to 8 Dec 2019)
• David Reid

  IRN DXR00553

  • SMF24 Chief Operations (since 24 Mar 2026)
  • SMF18 Other Overall Responsibility (15 Jan 2025 to 24 Mar 2026)
• David Richard Dunn

  IRN DRD00008

  • [FCA CF] Functions requiring qualifications (26 Jun 2020 to 10 Mar 2023)
  • [FCA CF] Client dealing (26 Jun 2020 to 10 Mar 2023)
• David Robert Binns

  IRN DRB00007

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Sep 2020)
  • [FCA CF] Client dealing (9 Dec 2019 to 17 Sep 2020)
  • CF30 Customer (20 Aug 2013 to 8 Dec 2019)
• David Robert Kelly

  IRN DRK01037

  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 28 Oct 2020)
  • [FCA CF] Client dealing (since 28 Oct 2020)

No changes recorded yet.