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Get in touch

Stephen Layland

ACII DipPFS

Financial Adviser with True Potential

Broadstone, Dorset
Headshot of Stephen Layland

With over 25 years in the financial services, I have helped individuals and families navigate the complexities of financial planning, from investments, inheritance tax planning, pensions, and long-term wealth management. My approach is built on clear, practical advice tailored to each client’s unique goals, ensuring they feel confident about their financial future.

I believe financial planning should be straightforward and accessible, not overwhelming. Whether it’s building an investment strategy, optimising tax efficiency, planning for retirement, managing inheritance tax, or making the most of pension opportunities, I work closely with my clients to develop solutions that make sense for them...

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.

If you’re looking for guidance on managing your finances effectively, I’d be happy to help.

I enjoy playing tennis and golf in my spare time along with exploring our beautiful Dorset coastline with my wife Sarah and our children.

Qualifications
  • CII Level 4 Diploma in Financial Planning - The Chartered Insurance Institute - 08/12/2011

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.

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

Find out more

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

Find out more

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

Find out more

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.

Call me on 07557402893

How can I help you?

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