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.

• Helen Jade Pluskal

  IRN HXM00193

  • [FCA CF] Functions requiring qualifications (30 Jul 2021 to 6 Oct 2023)
  • [FCA CF] Client dealing (30 Jul 2021 to 6 Oct 2023)
• Helen Jane Evans

  IRN HJE00004

  • 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 18 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 18 Nov 2022)
• Helen Mary Vincent

  IRN HMV01010

  • 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 Mar 2022)
  • [FCA CF] Client dealing (since 30 Mar 2022)
• Helen Nicola Durrant

  IRN HND01006

  • 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 25 Jun 2024)
  • [FCA CF] Client dealing (since 25 Jun 2024)
• Helena Bortkiewicz

  IRN HXB00030

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Oct 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 13 Oct 2021)
  • CF30 Customer (10 Jan 2017 to 8 Dec 2019)
• Heloise Houiller-Cope

  IRN HXH01466

  • [FCA CF] Functions requiring qualifications (20 Mar 2025 to 3 Mar 2026)
  • [FCA CF] Client dealing (20 Mar 2025 to 3 Mar 2026)
• Hemubhai Kantilal Bhawsar

  IRN HKB01004

  • CF30 Customer (28 Feb 2013 to 29 Jan 2018)
• Henry Carl Weller

  IRN HCW00002

  • [FCA CF] Client dealing (28 Feb 2022 to 18 Oct 2023)
  • [FCA CF] Functions requiring qualifications (28 Feb 2022 to 18 Oct 2023)
• Henry David James Elliston

  IRN HDE01012

  • [FCA CF] Functions requiring qualifications (30 Jul 2021 to 24 Jan 2024)
  • [FCA CF] Client dealing (30 Jul 2021 to 24 Jan 2024)
• Henry Gribben

  IRN HXG00011

  • [FCA CF] Client dealing (10 Aug 2021 to 30 Jan 2024)
  • [FCA CF] Functions requiring qualifications (10 Aug 2021 to 30 Jan 2024)

No changes recorded yet.