True Potential

Financial Operations and Advisory
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758 reviews
Overall Rating
Customer Reviews about

True Potential

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david driscoll

3.00/5.00

"Too much money spent on glossy…"

Too much money spent on glossy publications

23/04/2025

Henry Paul

5.00/5.00

"Personal Pension"

Being mindful of our limited pension sum, the company offered me telephone access to an adviser on withdrawal of funds yet were satisfied that we had additional pension provision and made it straightforward when we had to access a significant sum for private health care for an emergency medical procedure.

23/04/2025

MaryAnne

5.00/5.00

"The guy I spoke to on the phone"

The guy I spoke to on the phone, I believe his name was Jo....was very helpful and was able to explain things very clearly.

23/04/2025

David

5.00/5.00

"Good helpful service"

Good helpful service - lots of questions but necessary for purposes

23/04/2025

Sara Pickering

5.00/5.00

"Excellent customer service "

Had a catch up call after completing my annual review. Friendly, helpful and efficient - asked sensible questions and agreed a course of action. A positive experience.

23/04/2025

Katsuharu

4.00/5.00

"I had a call this morning."

I had a call this morning.
He(the caller) sounded friendly and helpful.

23/04/2025

Trevor

5.00/5.00

"A great live chat experience"

I opened a live chat with TP today to find out the timescale and process for the production of the tax year end P60. I was assigned to Elle Forbes who dealt with my enquiry very efficiently. The nice thing is that you can actually see who is dealing with your query on screen. I have the answer and know exactly what to expect. A big thumbs up to the TP live chat experience. My previous Pension management company did not have any systems like this.

23/04/2025

Mr Stephen White

5.00/5.00

"Very helpful"

Very helpful

23/04/2025

Roberts Sanders

4.00/5.00

"money releace"

When i phoned to release some money the phone was answered fast and the lady was very quick with the security questions and was very helpful and polite.

23/04/2025

Julie Walker

5.00/5.00

"Helpful, informative advice "

Everyone at True Protential that I have had contact with since the death of my husband have all gone the extra mile for me in that they have been most courteous, kind, honest and especially patient when assisting me with completion of online forms. I am extremely grateful.

23/04/2025
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