True Potential

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True Potential Our mission is to help you achieve your financial goals and reach your True Potential.

Autumn can bring plenty of financial headlines, but the most important thing is staying focused on what you can control....
09/10/2026

Autumn can bring plenty of financial headlines, but the most important thing is staying focused on what you can control.

With the Budget approaching, interest rates still under the spotlight and household costs remaining a key consideration, now could be a good time to review your finances and make sure your plans still reflect your goals.

While economic events can influence markets in the short term, making decisions based on speculation can often do more harm than good. A long-term approach and regular financial reviews can help you stay on track through changing conditions.

Read more via the link in comments.

ISA eligibility and tax rules apply. You should ensure your contribution does not result in your total ISA contribution within the tax year exceeding £20,000. Pension eligibility and tax rules apply. True Potential Wealth Management is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered in England and Wales as a Limited Liability Partnership No. OC356611.

We're incredibly proud to announce that True Potential has been named Best Use of Tech at the Investment Life & Pension ...
02/10/2026

We're incredibly proud to announce that True Potential has been named Best Use of Tech at the Investment Life & Pension Moneyfacts Awards.

This award recognises our ongoing investment in technology that helps financial advisers deliver a more efficient, connected, and engaging experience for their clients.

Innovation has always been at the heart of what we do, and this achievement reflects the hard work and dedication of colleagues across the business.

A huge thank you to our colleagues, advisers, and clients for being part of our success story.

23/09/2026

One of the most rewarding parts of Mark and Clare's roles is using their knowledge and expertise to support clients with retirement planning and helping them work towards their retirement goals.

Watch the full episode on our YouTube channel now - https://youtu.be/Mqtc2kPIEag

21/09/2026

For Clare and Mark, True Potential’s forward-thinking approach and technology provide them with tools and support that help them deliver a high standard of service to their clients.

For many businesses, keeping pace with technological change can be a challenge, but Clare and Mark value the support and resources available through True Potential’s systems.

Watch the full episode on our YouTube channel from Tuesday 22nd September.

Up next in Adviser Stories, meet Clare and Mark Farrell.For Clare and Mark, great financial advice is built on trust, lo...
17/09/2026

Up next in Adviser Stories, meet Clare and Mark Farrell.

For Clare and Mark, great financial advice is built on trust, long-term relationships and having the right support behind you. Joining True Potential has given them the technology, investment expertise and flexibility to focus on what they do best, helping clients make informed decisions about their financial future.

Alongside running a successful business, they value the flexibility to balance family life and the moments that matter most.

Watch the full episode on YouTube on Tuesday 22nd September.

Tomorrow, Team True Potential takes on the Great North Run 2026!After months of training and preparation, Ben Rutherford...
12/09/2026

Tomorrow, Team True Potential takes on the Great North Run 2026!

After months of training and preparation, Ben Rutherford, Charley Wood, Daniel Easton, Evie Handley, Fiona Rayner, John Lafferty, Marcus Dodds, Jamie Sexton, Olivia Cook and Nawab Barakat are ready to tackle one of the North East's most iconic events.

Running in support of The Sunshine Fund, they've shown incredible commitment and determination.

We're proud of every member of the team and wish them the very best of luck for race day. We'll be cheering them on every step of the way.

We're excited to introduce Team True Potential, who will be taking on the Great North Run 2026. Ben Rutherford, Charley ...
03/09/2026

We're excited to introduce Team True Potential, who will be taking on the Great North Run 2026.

Ben Rutherford, Charley Wood, Daniel Easton, Evie Handley, Fiona Rayner, John Lafferty, Marcus Dodds, Jamie Sexton and Nawab Barakat are running in support of The Sunshine Fund, a North East charity that helps children and young people living with disabilities, additional needs and life-limiting conditions.

We're incredibly proud of their commitment, dedication and perseverance as they balance training for this challenge alongside their day-to-day roles. We wish them the very best of luck and thank them for supporting such a worthy cause.

Financial security isn't just about building savings and investments. It's also about protecting your income, supporting...
12/08/2026

Financial security isn't just about building savings and investments. It's also about protecting your income, supporting your loved ones and planning for the future.

In our latest blog, we explore the key areas of financial security, from protecting your income and lifestyle today to planning how your wealth is passed on in the future.

Link in comments.

This material is for general information only and does not constitute a personal recommendation or financial advice. Capital at risk. The value of investments can go down as well as up. Tax rules and eligibility apply.

Knowing when to save and when to invest can play an important role in helping you achieve your financial goals. While sa...
29/07/2026

Knowing when to save and when to invest can play an important role in helping you achieve your financial goals. While saving can provide security and easy access to your money, investing offers the potential for long-term growth.

In our latest blog, we explore the key differences between saving and investing, helping you understand how to find the right balance.

Link in comments.

This material is for general information only and does not constitute a personal recommendation or financial advice. Capital at risk. The value of investments can go down as well as up. Tax rules and eligibility apply.

Could your cash savings be working harder for you? We're excited to introduce True Potential Cash Savings, a new service...
14/07/2026

Could your cash savings be working harder for you?

We're excited to introduce True Potential Cash Savings, a new service delivered in association with Bondsmith, designed to make managing your cash savings simpler - all through your True Potential app or online account.

With a single application, you can:

✅ Access competitive savings rates from a marketplace of UK banks

✅ Open and manage multiple savings accounts

✅ View your cash savings alongside your investments

✅ Manage everything in one place

Find out more about True Potential Cash Savings. Link in comments.

Address

Newburn House, Gateway West, Newburn Riverside
Newcastle Upon Tyne
NE158NX

Opening Hours

Monday 7am - 8pm
Tuesday 7am - 8pm
Wednesday 7am - 8pm
Thursday 7am - 8pm
Friday 7am - 8pm

Telephone

+441916250350

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