Stephen Bacic
Financial Adviser with True Potential
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 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.
- DipFA - LIBF - 31/10/2012
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
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.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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 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 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.
