True Potential - Newcastle upon Tyne

True Potential, located at Gateway West Newburn Riverside, Newcastle upon Tyne NE15 8NX, United Kingdom, specializes in financial planning, financial institutions, investment companies, and investment services.

Profile Overview

With an average rating of 4.9/5 on Google My Business, True Potential has received 2373 reviews. Customers praise the company for its excellent service and helpful staff, such as Amelia Dunkley, who guided one client through a complex process with great care and support. The company offers various services, including online appointments, on-site facilities, wheelchair accessibility, gender-neutral toilets, and appointment recommendations.

Features and Services

• Financial planner
• Financial institution
• Investment company
• Investment service
• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Gender-neutral toilets
• Toilet
• Appointment required
• Appointments recommended

Contact Information

For more information or to schedule an appointment, please call 1916250350 or visit their website at truepotential.co.uk.

👍 Reviews of True Potential

Philip D.

5/5

This morning, I was contacted by Amelia Dunkley and the service was excellent. She was very helpful in guiding me through a fairly long-winded process and she handled it with great care and support.
She made what could have been a tedious process very simple, step-by-step and everything worked! [It's good when that happens!]

Mac K.

5/5

Had issues with drawing down funds from my pension due to an error I made, contacted true potential several times and each agent I spoke to was great, helpful and sorted my issues. Special mention and thanks to David Adam who helped me complete the relevant correct form. Very
Helpful, professional, patient and friendly. Made the experience seamless. Great job. Thank you

Lynn B.

5/5

Thank you to Finlay Brooke today for you thorough help and understanding. You were superb and put me at such ease. Your knowledge and navigation of what I needed to complete today was outstanding. I left our call feeling great relief. Your communication was just what I needed. Thank you so much.

Alexander R.

5/5

On my annual review of my pension David Adam’s was very curteous, and went through all sections of the review in a clear and concise manner. I highly recommend him as he comes across as being a very pleasant individual who you can easily converse with. Definitely a bonus to his employer.

Debbie L.

5/5

David Adams was really helpful taking the time to support me with my request today. He made the whole process very understandable for me. A well deserved 5 star review!

charles R.

5/5

Full marks to your relationship management team member Katherine Jack.
She successfully helped me through a drawdown form in a very professional & courteous manner. I am a bit of a technophobe so patience was necessary!
Many thanks
Charles Rogers

Nigel J.

5/5

Mathew King was very helpful and understanding. I needed to upload a document and I hadn’t got the first idea on how to do it. He talked me through step by step and I managed to do it successfully. We also talked about my requirements and he has passed on my needs to the person I am having a meeting with later in the week. A very personable guy.

Mandi I.

5/5

Spoke to a lovely advisor called Bella. Explained my predicament and she was absolutely brilliant. Put me at ease straight away explained my options and what would happen. Also said that if I have any queries, that I could contact them and they would help me again. Thank you so much for all your help and advice