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.

• Emma Sands

  IRN EXS00111

  • 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 10 Sep 2024)
  • [FCA CF] Client dealing (since 10 Sep 2024)
• Emma Wheeler

  IRN EXW00111

  • [FCA CF] Functions requiring qualifications (26 Aug 2020 to 5 Oct 2022)
  • [FCA CF] Client dealing (26 Aug 2020 to 5 Oct 2022)
• Emmie Charlotte Chilton

  IRN EXC00148

  • [FCA CF] Client dealing (11 Nov 2020 to 20 Sep 2022)
  • [FCA CF] Functions requiring qualifications (11 Nov 2020 to 20 Sep 2022)
• Eric Arthur Bayford

  IRN EAB00008

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Nov 2020)
  • [FCA CF] Client dealing (9 Dec 2019 to 18 Nov 2020)
  • CF30 Customer (30 Sep 2019 to 8 Dec 2019)
• Eric James Catterson

  IRN EJC00002

  • [FCA CF] Client dealing (18 Jul 2022 to 13 Oct 2025)
  • [FCA CF] Functions requiring qualifications (18 Jul 2022 to 16 Jul 2024)
• Eric Joseph McCann

  IRN EXM00005

  • [FCA CF] Client dealing (23 Jul 2020 to 13 Dec 2021)
  • [FCA CF] Functions requiring qualifications (23 Jul 2020 to 13 Dec 2021)
• Erica Jane Dietsch

  IRN EJR01033

  • CF30 Customer (6 Sep 2012 to 21 Dec 2012)
• Esmee Lumsden

  IRN EXL00164

  • [FCA CF] Manager of certification employee (since 3 Feb 2023)
• Ethan John Crawford

  IRN EJC01139

  • 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 30 Aug 2021)
  • [FCA CF] Functions requiring qualifications (since 30 Aug 2021)
• Ethan Joseph Beadling

  IRN EXB00341

  • 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] Manager of certification employee (since 1 Apr 2025)
  • [FCA CF] Functions requiring qualifications (since 25 May 2023)
  • [FCA CF] Client dealing (since 25 May 2023)

No changes recorded yet.