True Potential Ocene - 8

Outstanding patience and efficiency

The call handler, Jemima Kahugu, displayed outstanding patience and efficiency in guiding me through the drawdown setup process. Her 'can do' attitude and willingness to explain complex details made the experience seamless. The option to choose between speaking with an advisor or proceeding independently provided flexibility. Although I initially hesitated, the explanations given were quick, concise, and easily grasped. Overall, Jemima's professional and helpful approach, along with the straightforward process explanations, left me with a positive impression of the service provided by Plutus. I am grateful for their support and the clarity with which they handled my inquiries.

I had trouble finishing my online pension drawdown

I had trouble finishing my online pension drawdown request for the 2025-2026 year. I phoned True Potential. The call was picked up fast by a lovely staff member named Elle Forbes. She took her time and carefully walked me through the online steps. Not once did she make it seem like she wanted to hurry me off the phone, and she did everything posible to assist. It's a real pleasure nowadays to get such great customer service. Elle did an amazing job. Highly recomend.

The advisor, Alicia, was kind and skilled.

The advisor, Alicia, was kind and skilled. She understood my financial condition completely. My situation is mostly stable and hasn't changed much since I started investing with the company. Alicia's attitude was helpful, and she guided me to more information on the True Potential portal if I ever wanted to use it. She answered all my questions and made me feel confident about the ongoing support I would receive.

I'm really grateful to Shaun for

I'm really grateful to Shaun for his help and advice today. He's a delightful young man, very knowledgeable and thoughtful. I really appreciated the great advice he gave me. Shaun made it seem really easy to withdraw some of my savings and organize further investments for the future. The whole process seemed seamless, especially since I wanted to increase my monthly savings for investment too!

I am consistently pleased with the

I am consistently pleased with the great assistance, guidance, knowledge, and courtesy provided by the individuals at True Potential who serve as our contacts. Today's experience was particularly noteworthy, as the person efficiently walked me through a form that I initially found complex, completing it in approximately five minutes.

Thank you for a first-class experience

Jemima Kahugu delivered an outstanding service with a 'can-do' attitude, addressing all my requests in a highly efficient, professional, and helpful manner. I appreciate her dedication and the exceptional service she provided. Thank you for a first-class experience.

The service was good as we went through the tutorial.

The service was good as we went through the tutorial. They moved at a good speed and gave time for questions. When it came to areas outside the tutorial, they showed us the right direction.

Good talk with Hannah from True Potential

Good talk with Hannah from True Potential, she replys to all my questions in a nice way and makes things clear. Very kind and helpfull person.