Glen Stephenson
True Potential Wealth Management LLP
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8940
Based in East-Boldon
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Glen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Glen's status
Last checked: 07 April 2025
Glen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Glen's status
43
Recent Client Reviews
Glen has received 43 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Glen has received 43 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: 05 November 2024
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.
Qualifications Uploaded
Glen has not yet added their qualifications to their profile
Qualifications not yet added
Glen has not yet added their qualifications to their profile
Transparent Fees
Glen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Glen has provided information on their typical fees
Glen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
32
Positive First Impressions
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Glen (based on 32 first impressions)
94% of users who are not yet clients had a positive first experience with Glen
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Glen (based on 32 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Glen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Glen's status
Last checked: 07 April 2025
Glen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Glen's status
43
Recent Client Reviews
Glen has received 43 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Glen has received 43 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: 05 November 2024
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.
Qualifications Uploaded
Glen has not yet added their qualifications to their profile
Qualifications not yet added
Glen has not yet added their qualifications to their profile
Transparent Fees
Glen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Glen has provided information on their typical fees
Glen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
32
Positive First Impressions
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Glen (based on 32 first impressions)
94% of users who are not yet clients had a positive first experience with Glen
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Glen (based on 32 first impressions)
As a Financial Adviser with over 23 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise. I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection including Business Shareholder and Loan Protection and also all types of Mortgages. I can also help with Powers of Attorney, Wills and Trusts. I take the time to get to know my clients and find out what’s important to them. I always ensure that I explain things in the clearest way to everyone, as it's so important that you understand everything. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way. My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster. I'm a big family man, with 4 children, twin girls aged 23, currently at university, a 26 year old boy and a just turned 6 year year old daughter with my partner and secretary Roz. I take my fitness seriously and most days I'm swimming in the sea, minus any wetsuit at the gym or out for a run. I've done a couple of Ultra Marathons this year and am hooked. Also into my Wim Hof breathing. We both love travel and recently bought our first touring caravan which we love and are looking forward to many adventures.
Offers available through VouchedFor
Contact Glen through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Glen's clients
Based on responses provided by clients who have reviewed this adviser
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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.