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.

• Derek William Jury

  IRN DWJ00012

  • [FCA CF] Client dealing (9 Dec 2019 to 29 Oct 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Oct 2020)
  • CF30 Customer (13 Jun 2012 to 27 Dec 2012)
• Derek Yates Williamson

  IRN DYW00001

  • [FCA CF] Functions requiring qualifications (17 Jun 2022 to 14 Dec 2023)
  • [FCA CF] Client dealing (17 Jun 2022 to 14 Dec 2023)
• Derrick Andrew Haigh

  IRN DAH00054

  • [FCA CF] Client dealing (13 Dec 2021 to 28 Jun 2023)
  • [FCA CF] Functions requiring qualifications (13 Dec 2021 to 28 Jun 2023)
• Desmond John Maher

  IRN DJM00189

  • 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 16 Mar 2026)
  • [FCA CF] Functions requiring qualifications (since 16 Mar 2026)
• Desmond John Rushworth

  IRN DJR00013

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 May 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 11 May 2021)
  • CF30 Customer (15 Feb 2019 to 8 Dec 2019)
• Desmond Michael McCullough

  IRN DMM00054

  • CF30 Customer (5 Sep 2012 to 28 Feb 2013)
• Dewi Lloyd-Davies

  IRN DLD00012

  • 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 30 Jun 2021)
  • [FCA CF] Client dealing (since 30 Jun 2021)
• Dianne Pattison

  IRN DXP00746

  • [FCA CF] Manager of certification employee (since 1 Dec 2025)
• Dimitri James Philippidis

  IRN DJP01144

  • 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 May 2023)
  • [FCA CF] Functions requiring qualifications (since 31 May 2023)
• Dionne Clark

  IRN DXC02660

  • [FCA CF] Client dealing (11 Nov 2020 to 12 Feb 2021)
  • [FCA CF] Functions requiring qualifications (11 Nov 2020 to 12 Feb 2021)

No changes recorded yet.