Allison
Very informative & knowledgeable but made it clear & easy to understand. Stephen has a very relaxed, friendly approach & there was no pressure to make decisions immediately.
Stephen Bell
DipPFS MLIBF CeMap CeRER
Financial Adviser with True Potential
Bangor, Ards & North down
With over 22 years of experience in the financial services industry, my focus has always been on providing tailored financial planning based on individual circumstances, aspirations, and realistic financial goals.
As a dedicated and experienced Wealth Management Partner, I uphold the highest professional and ethical standards, ensuring that you receive expert advice, exceptional service, and ongoing support at all times. Whether you are just beginning your financial journey or seeking reassurance that your money is working as efficiently as possible, I can help you achieve your objectives.
Wealth management can often seem complex and time-consuming...
I simplify this process by addressing all aspects of your financial well-being, including tax efficiency, investment analysis and recommendations, estate planning, Inheritance Tax strategies, and personal and business protection insurance. By handling the complexities for you, I provide valuable opportunities and benefits such as 24/7 access to your personal wealth platform. This enables you to track daily and historical investment valuations, monitor income and expenditure, and view a detailed assessment of your overall net worth. My goal is to free up your time, allowing you to focus on your personal and business priorities without feeling overwhelmed by financial planning.
Through True Potential’s award-winning technology, I deliver clear and transparent advice in a straightforward and convenient manner. Clients also benefit from 24/7 online access to their personal financial application, allowing them to monitor and assess their investments and overall financial position whenever they choose. As a result, they remain informed, confident, and empowered to achieve their financial goals.
As a Wealth Management Partner at True Potential Wealth Management, I advise clients across the UK, with a primary focus on Northern Ireland. Meetings can be held in person at our office, at your home or business, or via video call.
I look forward to speaking with you soon.
Qualifications
- Certificate in Equity Release - Chartered Insurance Institute - 23/03/2024
- Certificate in Mortgage Advice - Chartered Insurance Institute - 22/07/2023
- AF5 Financial Planning Process - Chartered Insurance Institute - 30/12/2014
- DipPFS - Chartered Insurance Institute - 01/06/2012
- Cert Life & Pensions - Chartered Insurance Institute - 24/10/2011
- Certificate in Financial Planning - Chartered Insurance Institute - 14/09/2007
- Certificate in Securities - Securities & Investment Institute - 14/06/2006
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.
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
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.