Tell me your goals

Stephanie Windsor

ACII, APFS, Chartered

Financial Adviser with True Potential

Witham, Essex
Headshot of Stephanie Windsor

I’m passionate about disrupting the needlessly expensive and ridiculously complicated digital benefits market. I am committed every day to making employee benefits clear, engaging, and accessible to everyone.

I have more than 25 years’ experience in the industry, starting out in captives and group risk before specialising in corporate pensions, employee benefits and wealth management.

I believe that Pensions and Benefits shouldn’t be dull or complicated. I work hard to provide employee benefit solutions that are aligned to business objectives, in a clear, easy-to-understand language and wealth management plans that are simple, tax efficient and engaging

Qualifications
  • Chartered Financial Planner - CII - 01/08/2012
  • APFS - CII - 01/08/2012
  • ACII - CII - 01/08/2012

My Services

Investment & Savings

Investment & Savings

I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.

Retirement & Pensions

Retirement & Pensions

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.

Inheritance, Estates & Tax

Inheritance, Estates & Tax

I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.

Protection

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

Why True Potential?

We are award winning

Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We are award winning

19 awards
19 industry awards won in 2024

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We provide innovative investments

Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.

We provide innovative investments

£33 billion
Invested with over 550,000 clients

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We build revolutionary technology

Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 01206 331414

How can I help you?

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Client testimonials

McLaren Racing

Stephanie and her team at Cloud Benefits have been a true partner, working hard to understand the nuances of our business and deliver the best products at the most competitive price, for our people...

They are passionate and go above and beyond in their levels of service, putting our people at the heart of everything they do – from creative and engaging comms materials, 1:1 consultations, to their responsiveness of handling any employee query.  Their expertise and professionalism is valued by all.

Rebecca C

McLaren Racing