Luis Villar - Financial Adviser
As a Wealth Management Partner at True Potential Wealth Management, I approach every client relationship with the same care and attention I would extend to my own family. Holding the Chartered Wealth Manager Level 7 qualification—the UK’s gold standard in financial and investment advice—I am committed to delivering the highest level of professional service.
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213 customer reviews
Mr Stephen Down
They called on time and explained in good detail what I needed to know and was helpful with my questions too as I know little regarding pensions
Reviewed on TrustPilot
Amita Jagai-Kempster
Matthew, was absolutely amazing, helped me through what I needed to do. Also very friendly knowledgeable.
Reviewed on TrustPilot
Susan Webster
I've always found it easy to communicate with True Potential. You can call and get an English speaking people that I understand
Reviewed on TrustPilot
Alan Rickus
Very pleasant conversation
Reviewed on TrustPilot
RAY
Corey made the call so clear and easy for myself going through my review. He was very clear about things and helpful Thanks Corey.
Reviewed on TrustPilot
Reg
Genuinely nice people to deal with, friendly and informative, like talking to a friend rather than a business call. Keep up the good work, well done team.
Reviewed on TrustPilot
Tony Driver
Very poor communication from the representative when I tried to set up an account with TP. He did not explain the process clearly to me & transferred my ISA funds to TP & was also in the process of transferring my pension fund to TP without having my permission to do so. Fortunately my financial advisor was able to stop the full transfer. I did not hear anything more from TP. Initially very worrying, then annoying & frustrating. I do not trust True Potential to act in the best interest of their potential clients. More...
Reviewed on TrustPilot
Graham Gaskell
I needed assistance and phoned the office number. I didn’t have to wait in a queue and the advisor (called Jessica Conway) was extremely efficient and helpful at dealing with my enquiry.
Reviewed on TrustPilot
Wilson
I have been with this company for nearly 20yrs now, I have never had a issue, they always keep me updated. Everyone who I have spoken too have always been helpful, polite and respectful
Reviewed on TrustPilot
paul scriven
I called TP this morning I spoke to. Sophia Diggins She was professional and extremely helpful She answered all of my questions She had a lovely telephone manner Total professional!!!
Reviewed on TrustPilot
Terry Chamberlain
I was very impressed with the help and patience that I received. Eve very thing was made very clear. I cannot speak highly enough about my experience. Many thanks again, Terry.
Reviewed on TrustPilot
Brian
Diego Ochebiri was brilliant very informative told me all I needed to know, the only problem I had was with a poor phone connection which Diego handled brilliantly.
Reviewed on TrustPilot
Mr Labofski
Alex was very helpful and answered my questions competently. Easy to understand his questions.
Reviewed on TrustPilot
customer
Lady i spoke to was lovely
Reviewed on TrustPilot
Noel Hynes
I had a query today and logged into my account and went onto the chat- within a few minutes my query was answered by Sam Burnip and I got the information very quickly and easily. I have used this chat facility many times and always found it an excellent tool to get information or be put in contact with the correct persons etc. More...
Reviewed on TrustPilot
Lynne Green
Great service .Easy to deal with .
Reviewed on TrustPilot
Muke
I'm a bit old school, my circumstances are changeable at the moment and a one to one phone call helped me through the annual review. I had been procrastinating on this for months! More...
Reviewed on TrustPilot
Jonathan Hicks
I find True Potential to be very personable and a pleasure to speak too. I am confident they are doing the best with my investment.
Reviewed on TrustPilot
Caroline
Very friendly and professional service. No jargon, very straightforward and not pushy.
Reviewed on TrustPilot
Stephen Shortt
Phoned true potential today Ellie was really helpful explaining drawdown and tax to me
Reviewed on TrustPilot
David
The adviser we spoke with was friendly, knowledgeable and was a good listener. We felt confident in disclosing and sharing our personal information.
Reviewed on TrustPilot
SpaceStar
TP staff spent some days getting me to the phone to take me through the implications of my Suitability Review answers -although I proved elusive. When Anita finally got through to me, she was polite, insightful and helpful in teasing out my intentions, and in pointing me to further assistance if it was required. More...
Reviewed on TrustPilot
D sneddon
Excellent service from Natasha and kept me informed with issue which was resolved quickly
Reviewed on TrustPilot
Richard
An obvious priority to make sure the product is right for you and always on hand to provide support and advice.
Reviewed on TrustPilot
Stephen Smith
I have been very impressed by this company during my investment period off over 10 years. It was a choice I made through the governments scheme Pension wise. I have great confidence especially now I am retired which is the ultimate goal for investment over your working life. I have just transferred an old workplace pension to them and I found it very eady on there app with back up from security checks by phone from True Potential giving me confidence I can rate this company and its staff with the highest of praise. Thank you. More...
Reviewed on TrustPilot
Andrea Young
Beware — I genuinely believe many of the positive reviews for True Potential are fake. My husband has been through an absolutely torrid time with this firm, and I’ve witnessed the stress it’s caused firsthand. They are incredibly unpleasant to deal with, their communication is dreadful, and they hardly ever respond to messages through the app. To make matters worse, the app is slow to load, clunky, and the managed service offered through it is honestly terrible. When you take a closer look at the 5-star reviews, so many of them feel vague and lack any real detail — which really makes me question how genuine they are. Please tread carefully, or you could very easily end up getting your fingers burnt. ---------- Dear True Potential ---------- Only now do you wish to reach out to me or my husband - is this due to the fact I have left this review about your company? I feel this is a little too late as my husband has commenced a transfer out and in the meantime I will assist him to discover what really is the TRUE service position of your company as it most definately is not what your FAKE 5* reviews try to reveal. More...
Reviewed on TrustPilot
B. Jones
Chatting to Maddy, she was able to answer my fairly idiot questions quickly and efficiently. This is why I love TP: no matter how thick I am, they never judge, never eye-roll, and always seem to have the answers.
Reviewed on TrustPilot
Mr CLARK
Dave Adams gave good fast service which got me to where I needed to be and answered my question.
Reviewed on TrustPilot
Mike Godfrey
Maya was very polite and helpful, and fully explained items I was unsure about and unaware of. With many thanks.
Reviewed on TrustPilot
GRAHAM STANDING
I received a telephone call from Corie Mckeown, financial adviser confirming my details with True Potential and asking if there were any questions he could help me with. He was extremley polite and professional and gave me his contact details should I have any further questions. I am very happy with True Potential's service. More...
Reviewed on TrustPilot
Malcolm
A very polite and friendly person professional and made it plain to understand with helpful information
Reviewed on TrustPilot
Andrew Copas
My enquiry was dealt with quickly and
Reviewed on TrustPilot
Hazel Downing
Friendly & helpful
Reviewed on TrustPilot
Ian P, Stoke-On-Trent
Thanks Hannah True Potential are always helpful, and always quick and easy to get through on the phone to talk with someone 😊
Reviewed on TrustPilot
David Welsh
Spoke with a lovely lady called Sara, I asked her the procedure for taking a drawdown amount on my pension and she couldn’t have been more helpful, she took time explaining things and made the whole experience a good one, thank you Sara
Reviewed on TrustPilot
Subo
Straightforward and asked relevant questions which gave us reassurance that our investment is still giving us what we need.
Reviewed on TrustPilot
Robert Meikle
Had a great call today with 'Matthew King' very knowledgeable and was able to guide me in the right direction with my investments.
Reviewed on TrustPilot
Christopher
The consultant I spoke to was able to help me complete my Annual Policy Review. He was very professional and knowledgeable about all aspects of the review.
Reviewed on TrustPilot
Trevor Chapman
Great investment company, I have been with them for a while now, made money on investments. Great advice, also love watching the pod casts. Woul definitely recommend to all friends and family. More...
Reviewed on TrustPilot
John
I was assisted by Nathan Burke in completing an on-line form and his help was fantastic. 5* review
Reviewed on TrustPilot
Lorraine Chapman
Great service also advise giving
Reviewed on TrustPilot
Yvette Mackney
had a wonderful chat with Jess Conway today from True Potential, who with all her expertise is going to help me with some decisions and choices, feeling very greatful, thank you
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Jill Carver
Spoke to Madeline Davidson today what a lovely young lady. She had time and lots of patience with me, explained everything well. Excellent service.
Reviewed on TrustPilot
Robert Seabourne
Investments tend to be doing quite well
Reviewed on TrustPilot
Craig David
An interesting read......Generated by Google AI: Q. Is True Potential in trouble? A. Yes, True Potential Wealth Management is in trouble, having reported a significant operating loss of £243. 3 million for 2024. This is due to a Financial Conduct Authority (FCA) skilled person review that identified issues with how some client investments were transferred, leading to a £95.5 million provision for client redress and a £148.2 million impairment. Problems include allegations of unsuitable "non-advised" pension transfers, a history of complaints to the Financial Ombudsman Service (FOS), and high fees charged to advisers for onboarding clients. More...
Reviewed on TrustPilot
Consumer
Excellent customer service, very patient and explained things really well.
Reviewed on TrustPilot
Sue Johnson
Called regarding a couple of issues I needed advice about, spoke to Lucy Grant who was brilliant & solved the issues straight away. Lucy was friendly without being over the top, knowledgeable & explained everything clearly without being patronising. Lucy arranged a fact find appointment for later that day. More...
Reviewed on TrustPilot
Vivien Osrin
Paul was helpful, informative and took the initiative to contact me which I appreciated. Happy with the investments and service.
Reviewed on TrustPilot
Rosie H
Luis is knowledgable, professional and friendly and is happy to answer any questions I have regarding my investment.
Brian
They are a great company but I don't understand the risk elements etc on the website so kinda just winged it, could do with a simple version for the layman.
Reviewed on TrustPilot
What do you love most about your job?
The most rewarding aspect of my job is to help my clients achieve their financial goals on their own terms
I find that those who are open to receiving financial advice save more tax, invest smarter, protect their wealth and loved ones, and are more confident about their financial future
What inspired you to start your own business?
I am a people person
Working as a financial adviser allows me to meet and connect with my clients in meaningful ways
Helping my clients to make the right choices and having their best interest at heart inspires me to help more clients
Why should our clients choose you?
I have over 20 years of commercial experience
I am a good listener, relaxed and flexible in my approach
I love helping my clients to do the right thing and to feel more confident about their finances
My work is always goal-driven by what matters to my clients, not by financial products or providers
I hold the Chartered Wealth Management qualification, arguably the gold standard in the industry to give financial and investment advice
Can you provide your services online or remotely? If so, please add details.
I offer my services online via Teams as well as in person.
What changes have you made to keep your customers safe from Covid-19?
I help my clients to save tax, invest smarter and protect their wealth.
Pensions
Investments
Protection
Estate Planning
Mortgages
Annuities
Pension choices
Income Protection
Personal and Business
Life insurance
Personal and Business
Critical Illness Cover
Personal
ISAs
Stocks and Shares, Junior ISAs
General Investment Accounts
Single/Joint
Investment Bonds
Onshore/Offshore
Holistic Financial Planning
Cash flow modelling