If yours was, and your investments have lost value, you may be entitled to compensation. Paying for fees but not had a financial review? You could be owed thousands.
Take our survey and find out in just 2 mins if you could be eligible to claim
The FCA have already investigated and found unsuitable pension and investment switches and "non-advised" processes. Compensation is available — but only if you come forward.
Many clients were moved to True Potential without being given the full picture. If any of the following sound familiar, we can help:
The FCA have already investigated and found unsuitable investment switches and "non-advised" processes.
Over £95 million has already been set aside for client compensation.
Issues have been identified regarding advice quality, conflicts of interest, and ongoing fees.
The average claim is over £30,000
Complete the quick survey to see if you are eligible.
True Potential has acknowledged that some transfers shouldn't have gone ahead and has put aside £95.5 million to compensate affected clients. That sounds positive — but there are things you should know before accepting anything:
We regularly see clients offered less than they're actually owed. Having experienced professionals review the numbers can make a significant difference to the outcome.
If your adviser failed to explain the risks, didn't compare your options, or hid the true cost of transferring, you could be entitled to compensation beyond the basic redress formula.
If we believe your case has merit, we manage the entire process on your behalf.
Many investors who transferred pensions or investments to True Potential through a financial adviser agreed to pay an ongoing advice fee — typically between 0.5% and 1% per year. These fees are supposed to cover regular reviews, ongoing advice, and continued support.
If you were paying ongoing charges and your adviser wasn't seeing you on a regular basis, those fees may not have been appropriate. And if they weren't appropriate, you may be entitled to get them back.
With a Management Team with over 20 years of experience and over £500 million recovered in compensation, we specialise in navigating the complex world of financial disputes — from romance, impersonation, investment, and invoice scams to cases of pension and investment mis-selling.
Our Management Team have over 20 years' experience working in the UK financial Services sector with the leading high street institutions. We know what good practice and compliance looks like — we also know where institutions have failed to meet these standards — this is where we can help you. We're completely transparent about fees, your case progress, and your realistic chances of success. You'll have a dedicated case manager throughout—an expert in financial claims, not a call centre operator. Our no win, no fee guarantee means you risk nothing, and we only succeed when you do.
Potentially, yes. A claim isn't just about whether you lost money — it's about whether the advice you received was suitable in the first place. If key information was withheld or the transfer wasn't properly justified, you may have grounds regardless of your current portfolio value. We'll give you an honest assessment based on your specific circumstances.
You absolutely can — and True Potential will tell you as much. The reality is that their redress scheme is designed to settle claims on their terms. We've seen first-hand how much higher the final figure can be when someone with claims expertise pushes back. Our service is No Win, No Fee, so there's no financial risk in letting us fight your corner.
This is something we hear a lot. The FCA and the Financial Ombudsman have made it clear that what matters is what actually happened — not what it was labelled at the time. If an adviser guided you towards transferring, that could be treated as regulated advice regardless of the paperwork. Don't let a technicality put you off — get in touch and we'll look at the facts.
Not necessarily. There are time limits, but the clock usually starts from when you realised (or should have realised) something was wrong — not from when the transfer happened. Many people only become aware of the issue after recent media coverage or the FCA's findings. The sooner you get in touch, the better position we can put you in.
It depends on the complexity of your case and how quickly True Potential responds. Some claims resolve in weeks, others take longer — especially if we need to involve the Financial Ombudsman. We handle everything and keep you informed throughout, so you don't have to chase anyone yourself.
Nothing upfront. We operate on a No Win, No Fee basis — if we don't recover compensation for you, you don't pay a penny. If your claim succeeds, our fee is a percentage of the amount recovered. We'll set everything out clearly in our Terms of Business before you commit to anything.
Here's why you should choose us:
Our Management Team have over 20 years' experience working in the UK financial Services sector with the leading high street institutions. We know what good practice and compliance looks like — we also know where institutions have failed to meet these standards — this is where we can help you. We're completely transparent about fees, your case progress, and your realistic chances of success. You'll have a dedicated case manager throughout—an expert in financial claims, not a call centre operator. Our no win, no fee guarantee means you risk nothing, and we only succeed when you do.
John Worsley
Managing Director
Greg Wilson
Head of Complaints
* Taylor Blakeley is a claims management company. You do not need to use a claims management company to make a complaint about your lender, you should contact your lender first for free, but if your complaint is not successful you can refer it to the Financial Ombudsman Service.
* If you cancel after 14 days you will be charged a fee of £50 per hour inc VAT upto a maximum of 10 hours and a minimum of 1 hour, as per section 11 of the Terms of Business.
* If your claim is not successful you owe us nothing. If your claim is successful, you will pay a fee based on the amount of compensation awarded.