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.

• George Robert Miller

  IRN GXM00719

  • 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 19 Feb 2025)
  • [FCA CF] Functions requiring qualifications (since 19 Feb 2025)
• George Thomson

  IRN GXT00002

  • [FCA CF] Client dealing (18 May 2021 to 19 Apr 2024)
  • [FCA CF] Functions requiring qualifications (18 May 2021 to 19 Apr 2024)
• George Thorburn

  IRN GXT00005

  • [FCA CF] Functions requiring qualifications (22 Jan 2021 to 6 Jun 2022)
  • [FCA CF] Client dealing (22 Jan 2021 to 6 Jun 2022)
• George William Oghani

  IRN GXO00015

  • [FCA CF] Functions requiring qualifications (7 Jan 2022 to 13 Feb 2025)
  • [FCA CF] Client dealing (7 Jan 2022 to 13 Feb 2025)
• Geraint Phelps

  IRN GXP00057

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Mar 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 10 Mar 2023)
  • CF30 Customer (21 Aug 2019 to 8 Dec 2019)
• Geraint Wyn Williams

  IRN GWW00005

  • [FCA CF] Functions requiring qualifications (22 Feb 2022 to 6 Feb 2024)
  • [FCA CF] Client dealing (22 Feb 2022 to 6 Feb 2024)
• Gerald Charles Stanley Nation

  IRN GCN00003

  • CF30 Customer (5 Nov 2010 to 5 Nov 2010)
• Gerald Childs

  IRN GXC00106

  • [FCA CF] Client dealing (12 May 2020 to 11 Jul 2022)
  • [FCA CF] Functions requiring qualifications (12 May 2020 to 11 Jul 2022)
• Gerard Dominic Duxbury

  IRN GDD00001

  • 11. Pension transfer specialist
  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (24 Jul 2012 to 8 Dec 2019)
• Gerard Gregory Wood

  IRN GGW00003

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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 30 Nov 2021)
  • [FCA CF] Client dealing (since 30 Nov 2021)

No changes recorded yet.