0330 038 8942
Based in Colchester
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Last checked: 26 April 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
1
Recent Client Reviews
Stephen has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
5
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with Stephen
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Last checked: 26 April 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
1
Recent Client Reviews
Stephen has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
5
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with Stephen
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 10 first impressions)
As a Financial Adviser with True Potential Wealth Management, my mission is simple: to help you gain clarity, take control, and achieve your financial aspirations. Financial planning isn’t just about numbers; it’s about understanding you—your plans, priorities, and the journey you want to take. Everyone's situation is unique, and I will invest the time to get to know you and what matters to you. Whether you’re planning for a secure and enjoyable retirement, saving for your children’s education, pursuing a lifelong ambition, or ensuring your legacy makes an impact, I’ll be by your side every step of the way. Managing your finances can feel overwhelming, but it doesn’t have to be. With True Potential’s award-winning technology, I provide advice that’s clear, practical, and tailored to you. Plus, you’ll have 24/7 online access to view and manage your financial affairs with ease. By working together, you’ll feel informed, confident, and empowered to make decisions that bring your financial goals to life. My goal is to simplify your financial journey—handling everything from investments and insurance to tax and estate planning—so you can focus on what matters most, while staying in control. With over 30 years of experience helping individuals and families secure their financial futures, I bring both expertise and a understanding of complex needs, including final salary pension scheme reviews. My qualifications, including the Diploma in Financial Planning from the Chartered Insurance Institute, reflect my commitment to delivering professional and trustworthy advice. Please do take the time to read my client reviews and I look forward to working with you. Stephen Whyburd is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We also offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Stephen's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.