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Stephen Keith

Financial Adviser with True Potential

Newburn Riverside, Newcastle Upon Tyne

I am a dedicated Wealth Management Partner with over 20 years of experience in helping individuals and families achieve their financial goals. Specializing in tailored investment strategies, retirement planning, and estate management, I combine a deep understanding of the financial landscape with a commitment to personalized service.

Having worked with a diverse range of clients, from young professionals to retirees, my approach is built on trust, transparency, and long-term relationship building. My expertise lies in navigating complex financial markets, providing clear advice, and crafting strategies that align with each client’s unique needs and objectives...

With a background in Wealth Management I am dedicated to continuous professional development and staying ahead of financial trends to ensure his clients are always well-positioned.

I am committed to providing insightful, informed guidance and looks forward to helping you achieve your financial future with confidence.

Qualifications
  • Statement of Professional Standing - CII - 01/08/2024
  • Level 4 Diploma in Financial Planning - CII - 19/07/2013

My Services

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

Get in touch

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.

How can I help you?

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