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.

• Elizabeth Caroline Jarman

  IRN ECJ01018

  • CF30 Customer (26 Jun 2013 to 10 Jun 2015)
• Ellen Waters

  IRN EXW01182

  • [FCA CF] Functions requiring qualifications (18 Jul 2022 to 27 Nov 2024)
  • [FCA CF] Client dealing (18 Jul 2022 to 27 Nov 2024)
• Elliott James Wilson

  IRN EJW01108

  • [FCA CF] Functions requiring qualifications (28 Jun 2023 to 15 Jul 2024)
  • [FCA CF] Client dealing (28 Jun 2023 to 15 Jul 2024)
• Elwyn James Enos

  IRN EJE00001

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Mar 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 16 Mar 2021)
  • CF30 Customer (3 Sep 2019 to 8 Dec 2019)
• Emily Serena Turgoose

  IRN EST01014

  • CF30 Customer (8 Nov 2012 to 18 Jul 2013)
• Emma Cambridge

  IRN EXC00264

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 16 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 16 Jun 2025)
• Emma Jane Hughes

  IRN EXH00277

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 22 Sep 2023)
  • [FCA CF] Client dealing (since 22 Sep 2023)
• Emma Jane Rees

  IRN EJR00001

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 25 Jun 2021)
  • [FCA CF] Client dealing (since 25 Jun 2021)
• Emma Napier

  IRN EXN01101

  • CF2 Non Executive Director (27 Feb 2015 to 6 Sep 2016)
  • CF4 Partner (12 Dec 2014 to 27 Feb 2015)
• Emma Sally McLaughlin

  IRN ESM01016

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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
  • [FCA CF] Client dealing (since 25 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 25 Nov 2024)

No changes recorded yet.