True Potential reviews

Since this company has been handling my investments and pension I have to say that at every stage they have been responsive, open and frank about. …

Doesn’t keep you informed of progress of mortgage application, doesn’t reply to phone calls or emails. If you do ring the person you want to speak to is either on another call or in a meeting…

Very helpful, professional and would recommend this company to everyone.

Hi, As a new customer to True Potential, I am keen check out the service support provided by TP. To this end, I needed to change my contact details held on my account. I opened a Chat session and entered my request. The chat was picked up …

I spoke to Ashley Dickey earlier this week and she said that she would ring me on Saturday at 3pm to find out if I needed any helping filling out a form. She was very punctual at ringing me. Her help was fantastic and she has a lovely way …

I recently changed my investments to True Potential and have not been disappointed. Today I had a question about withdrawing funds. I have an online chat with Blaine. He answered my question immediately. He was both [professional and …

Now in my third year as a customer of True Potential, I’m pleased to report that high standards of customer service, prompt, efficient and knowledgeable responses to all questions via the Live Chat and telephone line continues to be the …

The client manager, Lewis Martin, who I dealt with was wonderful.
I have memory issues and a low level of computer literacy but Lewis was very patient and could not have been more helpful. He was very informative about the …

Excellent customer service from Sophie yesterday and Ellie today. Ellie was very patient with me today with her guidance, I would not have been able to complete the form without her help. Ellie made my experience all the better especially …

As a new customer recently investing with this company introduced to me by my financial advisor, I have found them to be helpful, informative, readily available online or on the phone and give clear, concise and accurate information in an …

I received some excellent service from Lewis Malcoum yesterday via live chat. He guided me through all the process with no problems at all. He was Very polite, and professional at all times. Well deserved all 5 stars. Mandy

As usual, my dealings with the True Potential team are always very professional, helpful and friendly.
I have the opportunity to check on my investments on a daily basis, via a strong …

Ellie provided me with excellent care and support with my request to transfer funds between accounts and to my personal bank account. She also read the appropriate warnings which always accompany such transactions. I thank her for her assistance…best wishes Graham…

I have been with TP now for 4 years, their customer service is excellent. Calls returned on time as promised, and their online chat is prompt and helpful. Just had some help from Ellie-Paige as normal professional and fast.

Call, as always, answered very quickly. Explained what I was ringing for & engaged in meaningful discussion with Ashley who was able to arrange an appointment for me at a suitable & convenient time to discuss my matters further with an Adviser. Excellent service as always.Thanks.

I spoke to Bruno today after struggling to transfer a pension account from Royal London into my existing TP Policy (I’m not too
techno savvy!). He was extremely polite and helpful and guided me through the process in minutes and I got exactly the result I wanted. Excellent service!

The team including Blaine, Liam and a lady I spoke to earlier which unfortunately due to my phone reception I was unable to hear her name where excellent , informative and patience with a not so IT savvy user. …

Phoned True Potential as I needed some assistance in completing a form for a transfer of a pension from another provider. The True Potential representative was extremely helpful throughout the conversation and fully explained the content of …

Ashley Dickey was so very helpful today when I called to arrange a withdrawal. She stayed on the phone and talked me through the process while I was doing it on the iPad. I couldn’t have done it without her help. She was very patient and kind and made the whole process simple. Lovely friendly and helpful person.

Lynn Pegram is fantastic, very insightful and knowledgeable. No question was too much trouble for her and put you at ease from the start of the call. A great assest to your company and someone that I would highly recommend.

I have a pension with True Potential and in October 2020 I updated my Expression wish by providing a completed handwritten form. The process took several weeks and on 23 December 2020 True Potential admitted that that there were …

I requested a payment from my pension and contacted True Potential and spoke to Ashley. Ashley was so friendly and put me at ease straight away. She offered help with my form and advised me to call again if I needed any further advice I was …

I had to update my contact details and customer services were very thorough in their security checks. Details were updated there and then so was very pleased with all they did. Many thanks

Had a call with Owen Dalton to access my pension , what a lovely young man , very helpful, extremely patient as I’m not tech savvy & he was very knowledgeable. Its really nice when you speak to staff who are friendly & helpful . Thank you so much Owen 🙂

Having received a call from Lynn to welcome me and make sure I was happy with the transfer of funds we went through a number of options as well as explaining some of the app details and functionality. Lynn was friendly, knowledgeable and …

Have been with true potential for a little over 12 months had to contact them.
The help received from shahanara was fantastic. Explained everything I needed to do and did not rush me and explained clearly any questions I had

Had a phone call booked with Lynn today and right on time as planned she called to discuss my new account and went through the True Potential website explaining how each section works. She was very helpful with the few queries i had and …

All I can say is fantastic service from fantastic staff. I needed access to some of my pension quickly as Misba pulled out all of the stops to help me and her colleagues Owen, Lewis & Hannah help me as well. I cannot praise their …

Excellent so far. Transfer of investments was explained clearly and went smoothly. Received a follow up call from Lynn to explain how to use the portal. This was really useful and I ws impressed with her friendly and professional approach.

Well yesterday I contacted customer support at True potential pensions and was greeted by a very pleasant lady called Misba who was very helpful and dealt with my problem very promptly …

Had great service from my Client Manager Liam Elder, explained the process of my enquiry very well so that i could understand.
Sent me all paperwork promptly and arranged a phone meeting to help me go …

Extremely efficient service from TP since transferring my pension to them. Ashley was very friendly, helpful and professional with her assistance in getting a form to me , very promptly , after my request. 100% happy with TP thus far.

Ashley was very professional, courteous and helpful today. The professionalism of ALL OF THE STAFF at this company is 2nd to none. I absolutely love their can-do attitude. A breath of fresh air.

Blaine was really helpful today with sorting out something I wanted to change on my account. He made the process very easy to understand and guided me through the changes I wanted to make. …

Just got off the phone with Ashley who helped me in the process of transferring funds. She made it very straight forward and explained it all as we went. Very pleased with the service.

I was helped today by Misba to access part of my pension online.
She explained everything very clearly and showed me my options guiding me through the relevant process. A very polite, patient and helpful person.

I would like to say a huge thank you to Owen for all his kind help today in getting me logged into my account for the first time after I was unsuccessful trying myself. Owen had the patience of a saint with me and was so kind and helpful. He is a credit to the company and an absolute hero. Many thanks Owen.

Misba was extremely good during this difficult time. Also all the other staff I had contact with, however it took over 4 months to get the payment. More turn’s and circles than spaghetti junction. True potential rinsed every bit of financial interest they could out of the money. The company does not deserve the excellent staff.

My experience was made so much easier for having Client Manager Lucy Joyce talk me through the process of withdrawing funds from my pension pot. She was extremely helpful and made the experience so easy.

I have just changed to True Potential and wanted to set up a monthly pension payment .It was a very easy process made even easier with a lovely lady by the name of Ashley. …

Hi, I spoke with Lucy today, as I was having problems withdrawing funds from my pension. She was extremely helpful and was very focused and adamant that she was able to help and get me exactly what I needed. Much appreciated Lucy. Thank you once again.
Mark

My wife today used the TP secure messaging system to arrange a withdrawal from her ISA, which was dealt with very promptly by Owen Calvert, including a confirmatory phone call. Very efficient service, thanks very much. Chris Harrison.

Really efficient and felt very secure at all stages of transaction. Great to have a can do approach and an immediate answer with no waiting. They always give good advice

Ref’ Ashley Amanda Dickey
Client Manager…..
Very professional and a delight to discuss my financial situation moving …

Today I had a very patient guy called Owen guide me through changing my password. I could not have asked for a more helpful person as my e-mails were very slow in coming through, I even had to do the “turning off and back on again” trick. …

Today Bruno Joao welcomed me to True Potential as a relatively new customer. He made sure I was aware of all the services that they provide. I have always found True Potential customer service to be top notch. Queries are always answered …

Spoke with Lewis Malcolm today at customer care team and set up a meeting to discuss my account. He was extremely helpful and made the process very easy.

Great customer service from Ashley Dickey @ True Potential. I wanted to discuss and agree my end of tax year decisions/requests. We had an initial conversation last week, when Ashley suggested a catch-up call for today (8th March), once I …

Since joining True Potential as a client, I have found that all interactions and responses to questions that I raise are dealt with promptly and efficiently by their staff. As an example: following a request for a particular piece information, Ashley Dickey has provided with two clear options to resolve my issue.

Recently transferred across to ‘True Potential’. The staff are proactive & reassuring with the assistance they give. Spoke with Shahnanara today who called following the revent change- over, she phoned to ask if I needed assistance with …

Bruno the client manager was very helpful in helping sort out my problem whilst I was on holiday abroad. He talked me through every step. Nothing was too much trouble.
5 star employee. 👍 …

The experience I had this morning with Lewis Malcolm was excellent he talked me through the form that I had to complete and he made it a very easy process.
First class customer service

I telephoned today to enquire about my pension and tax free amount and spoke to Lewis. He was superb answered all my questions, very helpful and informative. I have been with this company since I retired great pension company, very efficient and looks after my money great. Excellent customer service. Thank you.

Lucy helped me complete the option to draw down regularly from my funds. She was polite and helpful and made the process happen with ease. Thank you to for her support

Spoke to Owen for help in completing an online form . He talked me through the process and made it simple to do. I would recommend True Potential their customer service is great.

I was delighted with the service and support I got from Steven this morning. It is refreshing not to be put into a queue and to quickly get access to a friendly and knowledgeable assistant. Thank you True Potential!

I’m writing on behalf of my Grandfather regarding our experience with Misba A today. My Grandfather is not good with technology and a tad hard of hearing and Misba was really accommodating allowing myself to speak on his behalf after …

Very easy to deal with on my pension matters. Quick and helpful responses and today a very good chat with a question rapidly solved – and you do not usually get many of those on Chats !

Excellent customer service from Tom and then from Liam today. Both took time to answer all my questions patiently and both were knowledgeable and helpful.I was impressed with their friendly yet professional approach throughout. Thank you both very much.

Lynn has just been through the True Potential site with me, Lynn was very professional and made it very easy to follow with clarity and understanding being the stand out words I would use.

I spoke with a lovely young lady named Ellie-Paige Battista about some small changes in my Flexi access drawdown pension. She was very patient with me, very helpful and efficient & very friendly. Thank you Ellie Paige

Dealt with Ashley Dickey. She was excellent. Very professional, knowledgable and personable. Made my request a very comfortable experience. Thank you Ashley

Liam was brilliant. Helped me and talked me through the website and enabled me to do what I wanted despite a few wifi issues my end. Made it all seem straight forward.

I phoned to book an appointment with an advisor today. Misba Afzal arranged it for me. I thought she was very polite and helpful. A credit to true potential.

Ellie-Paige, thank you so much for your help and understanding. Greatly appreciated. Please let your manager / supervisor know what a great job you did for me. Regards. Andrew Robinson. (Not Pauline !! my wife)

I recently had a phone call with a client manager at True Potential, called Ashley Dickey. She was professional, clear and very friendly. I could not have asked for a better experience. I would definitely recommend True Potential to others!

contacted True Potential by telephone and spoke with Mizba Afzal who was extremely helpful, polite and informative. she gave clear and precise information which helped make my decision on how to proceed.
thanks David Cameron

I needed to talk to a True Potential regarding my portfolio and the customer service agent, Lewis Malcolm, took my call. He helped me with my query quickly and efficiently and I wouldn’t hesitate to contact customer service again.

My husband and I recently had a telephone conversation with Misba Afzal to discuss investment details and she was extremely helpful, very patient and friendly. She was professional and obviously had immense product knowledge. We are very …

The advisor i spoke to today was Liam Elder and he was very helpful. He had a patient manner and was very efficient at helping me sort out the problem I had with my account. Great service.

Ellie~Paige dealt with all of my enquiries.She was so helpful, knowledgeable and professional.She took me through a step by step process which made my transaction go through smoothly.Brilliant service, thank you.

Many thanks to Misba today,for her exemplary help.
She was extremely patient,very calm, very clear and thorough in her guidance to solve my queries. …

Charlie Allen was very helpful and patient with me when setting up withdrawal of funds for my annual pension payment plan.
Without his help, I would have found it very difficult to complete the online form correctly.

Had excellent service from client manager Misba Afzal. She helped us with all our queries and requests in a very professional and supportive manner.
We will certainly ask for her the next time we have any business to do with True Potential.

Spoke with Shahanara – lovely lady – my request was dealt with the greatest of ease, very friendly and helpful – completed within less than 10 minutes – very impressed.

Ashley was a star. I have had memory issues since a car accident in 2019.
With her patience I was able to understand & complete my required forms.

Ashley was a five star person to deal with. Friendly and professional help followed up with a prompt follow up message with the details that I had requested.
A pleasure to speak w.

Hi I spoke to Steve from true potential, he helped me all along the way and was so patient , great guy and would highly recommend.regards Ian

My business with True Potential today was dealt with by Liam in a very professional efficient manner, but also on a friendly level that made the conversation both pleasant and personable.

Huge thanks to Ashley A-D who assisted with my pension drawdown on Wednesday afternoon. She said she would forward the information to get the issue resolved and true to her word she did. …

Charlie was very helpful and went through all my questions quickly and efficiently.
Very happy with the customer service given.

Thank you very much for all your help and advice this morning. It was very helpful for me. You had such a caring and concencous 😊attitude which helped the process of dealing with my investments that much easier It was a pleasure to have you advise me this morning. Have a great week. …

Bruno was very friendly, courteous and efficient in the way he handled my call. Thank you. Great customer service.