Stephen Waite
Bsc(Hons) DipPFS
Financial Adviser with True Potential
I am an experienced Financial Adviser, helping people make sense of their finances and plan for a future they feel confident about. I focus on understanding what matters most to each client — whether that’s saving for a milestone, protecting loved ones, or simply gaining peace of mind. I keep things straightforward and results-focused, always tailoring my advice to suit your goals and lifestyle.
When I’m not working with clients, I enjoy spending time with my family, playing and coaching cricket, and following all kinds of sports.
If you have something you’re working towards, I’d love to hear what matters to you and see how I can help you make it happen.
- Diploma in Financial Planning - CII - 21/06/2013
- Certificate in Mortgage Advice - CII - 26/10/2005
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.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.
