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.

• Alexander Charles Dunlop

  IRN ACD00006

  • [FCA CF] Client dealing (9 Dec 2019 to 8 Sep 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Sep 2020)
  • CF30 Customer (4 Jul 2019 to 8 Dec 2019)
• Alexander Crosbie

  IRN AXC00794

  • [FCA CF] Client dealing (10 Jun 2022 to 25 Oct 2022)
  • [FCA CF] Functions requiring qualifications (10 Jun 2022 to 25 Oct 2022)
• Alexander Graham Morrison

  IRN AGM00004

  • CF30 Customer (23 Aug 2013 to 17 Jul 2017)
• Alexander Grange

  IRN AXG00449

  • [FCA CF] Manager of certification employee (2 May 2024 to 27 Sep 2024)
  • [FCA CF] Client dealing (26 Aug 2021 to 27 Sep 2024)
  • [FCA CF] Functions requiring qualifications (26 Aug 2021 to 27 Sep 2024)
• Alexander Hamish McDougall

  IRN HXD00008

  • CF30 Customer (5 Nov 2010 to 18 Nov 2010)
• Alexander James Boni

  IRN AXB14219

  • 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 (30 Apr 2019 to 8 Dec 2019)
• Alexander James Douglas

  IRN AJD01352

  • 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 31 Aug 2023)
  • [FCA CF] Functions requiring qualifications (since 31 Aug 2023)
• Alexander James Simpson

  IRN AJS00148

  • 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 20 May 2024)
  • [FCA CF] Client dealing (since 20 May 2024)
• Alexander Levy

  IRN AXL00339

  • [FCA CF] Client dealing (27 Aug 2021 to 26 Sep 2022)
  • [FCA CF] Functions requiring qualifications (27 Aug 2021 to 26 Sep 2022)
• Alexander Michael Merrick

  IRN AMM00081

  • CF30 Customer (12 Jan 2017 to 11 Dec 2018)

No changes recorded yet.