William Stagg

William Stagg

True Potential Wealth Management LLP

Minimum savings/pensions: Over £50,000

0330 038 8941
Based in Salisbury
View location

Verified since: December, 2021

5 out of 5

90 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 December 2024

  • 13

    Recent Client Reviews

    Verified reviews: 100%

  • Restricted Financial Adviser

    Last checked: 28 October 2024

  • 7

    Qualifications Uploaded

    7 qualification certificates available to view

  • Transparent Fees

    Fees not yet added

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with William

With over 20 years of experience in financial services, I qualified as a financial adviser in 2013 and have dedicated my career to helping clients achieve their financial goals. I believe that meeting face-to-face provides the best opportunity to deliver tailored, meaningful advice, allowing me to connect with clients on a personal level. For me, great financial advice is about more than just technical knowledge—it’s about listening, understanding, and focusing on what truly matters to each individual. My spare time tends to revolve around my family and playing squash in my local league.

Offers available through VouchedFor

Contact William 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.

£375,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £375k 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 William's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

Reviews of William

Are you a client of William? Write your own review
Review

by a verified client in Wiltshire

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I recently came into some money, so needed to invest for me and my children in a tax efficient manner.

How has William Stagg helped you?

Ive known Will for over 20 years and he was a clear choice for me to look to for some advice

Have you seen the outcome you were hoping for?

Will provided clear, tailored advice that I could easily understand. His expertise gave me confidence in my financial plan.

What could they have done better?

Highly recommended :-)

William:

Thank you so much for your review!
Review

by a verified client in Wiltshire

8 months ago

Overall

Value

Service

Advice

What were the circumstances that caused you to initially look for an adviser?

I inherited some funds that I needed to invest wisely.

How has William Stagg helped you?

I have known Will for many years and completely trust him with my money. Will has been able to include my. family with all discussions around my investments, which I feel is important.

Have you seen the outcome you were hoping for?

Yes, at my recent review, Will gave me the news that my portfolio is performing very well.

What could they have done better?

Nothing!

William:

Many thanks for the review, its a pleasure to be able to help!
Review

by a verified client in Wiltshire

9 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

looking for personal contact with an adviser so that existing investments could be reviewed and discussed.

How has William Stagg helped you?

He has given his time to explain and review options and is easily contactable to deal with any further queries. He is very patient, kind and caring. He managed the transfer of funds to new investments and provided regular updates to keep us informed on a regular basis.

Have you seen the outcome you were hoping for?

Yes the money has transferred and hopefully will provide a solid performance.

What could they have done better?

Nothing that comes to mind.

William:

Thank you for your lovely review!
Review

by a verified client in Wiltshire

9 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was looking for expert advice on the financial markets.

How has William Stagg helped you?

he helped by cutting through red tape and explaining things clearly and succinctly

Have you seen the outcome you were hoping for?

we are heading in the right direction

What could they have done better?

nothing

William:

Thank you for taking the time to post the review - I really appreciate it!
Review

by a verified client in Wiltshire

9 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

My former adviser (HSBC) changed the actual adviser and I didn't rate him.

How has William Stagg helped you?

We have a 'personal' relationship and I believe in him.

Have you seen the outcome you were hoping for?

Not yet, as I have just re-invested through him, into True Potential

What could they have done better?

As far as I am concerned - nothing.

William:

Many thanks for the review, it's a pleasure to be able to help!

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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.