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Based in Bicester
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FCA status: Certified by Firm
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
Last checked: 15 April 2025
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
6
Recent Client Reviews
Steve has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 11 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
8
Qualifications Uploaded
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has not yet added their fees to their profile
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Steve has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
Last checked: 15 April 2025
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
6
Recent Client Reviews
Steve has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 11 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
8
Qualifications Uploaded
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has not yet added their fees to their profile
Fees not yet added
Steve has not yet added their fees to their profile
Hello and welcome to my VouchedFor profile. When using a Financial Planner for the first time, or moving to a new one, it can be a somewhat daunting task. Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, experience and expertise can help you achieve your financial dreams. I have been helping my clients turn their financial aspirations into reality for over 23 years, mainly specialising in pension and retirement planning, including the complex area of Defined Benefit/Final Salary advice. I am proud to be a Wealth Partner and Financial Planner at True Potential Wealth Management, one of the largest, national firms of Financial Advisers. We have first class investment expertise, using world-renowned investment managers, stringent compliance oversight and an award-winning platform, where your pensions and investments will be held. Currently we manage over £30 billion of assets for clients, nationwide. On a personal level, I enjoy spending time with my family and holidays on the coast, and whilst I used to be a keen cricket player and triathlon competitor, now only watch from the side lines! Please do get in touch for an initial, free, no-obligation chat and I will be delighted to help you find a solution, that meets your needs, for now and in the future.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Steve's clients
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.