Stephen Barr
DipPFS Certs CII(MP & ER)
Financial Adviser with True Potential
With over 33 years of experience in financial services, I have witnessed significant advancements in the tools and methods we use. However, the core needs of my clients—trusted advice and dedicated support—have remained constant. My wealth of industry experience has equipped me with broad, extensive knowledge in Pensions, Investment Solutions and Inheritance Tax Mitigation, enabling me to deliver tailored advice across a range of financial areas.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being...
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
I take immense pride in providing financial guidance to families, with some relationships spanning over many years and over several generations. I believe my life experience and personal values play a crucial role in helping to connect with individuals & business owners. Whether you’re just starting on your financial journey or managing significant wealth, I am committed to helping you achieve your goals.
Outside of work, I enjoy watching football and rugby. And as a passionate Formula One Grand Prix Fan, I have made it one of my goals to visit one F1 grand prix circuit abroad every year.
- Diploma in Regulated Financial Planning DipPFS Certs CII (MP & ER) - PFS & CII - 27/09/2012
- RO5 Financial Protection - CII - 01/05/2013
- ER1 Equity Release - CII - 13/07/2016
- RO1 Financial services, regulation & ethics - CII - 09/12/2011
- RO6 - Financial planning practice - CII - 27/09/2012
- RO4 - Pensions & Retirement planning - CII - 27/06/2012
- RO3 Personal Taxation - CII - 16/02/2012
- RO2 - Investment Principles and Risk - CII - 27/09/2011
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.
