0330 038 8938
Based in Haywards-Heath
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 28 February 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Recent Client Reviews
Stephen has not received any reviews in the last 12 months
Stephen has not received any client reviews in the past 12 months
Restricted Financial Adviser
Last checked: 09 December 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
Qualifications not yet added
Stephen has not yet added their qualifications to their profile
Transparent Fees
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
17
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Stephen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 17 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 28 February 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Recent Client Reviews
Stephen has not received any reviews in the last 12 months
Stephen has not received any client reviews in the past 12 months
Restricted Financial Adviser
Last checked: 09 December 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
Qualifications not yet added
Stephen has not yet added their qualifications to their profile
Transparent Fees
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
17
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Stephen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 17 first impressions)
My approach is straightforward, and my ethos is simple. You tell me about your current situation and your financial objectives – and when you want to achieve them. I then develop a practical plan to help you meet those objectives. Together, we will agree the best course of action. I work with True Potential’s award-winning technology to provide you with straightforward and transparent advice in a simple and convenient way. Their online platform gives you 24/7 access to your complete financial affairs. As a result, you can be better informed, confident and empowered to reach your financial goals. I am here to help you with jargon-free, cost-effective advice, both now and in the future. I can help you avoid being swayed by the noise in the media, or by economic or personal uncertainties. The first meeting is always free of charge and gives us the opportunity to see if we can work together.
Offers available through VouchedFor
Contact Stephen 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 Stephen's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
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.