Glen Stephenson

Glen Stephenson

True Potential Wealth Management LLP

Glen's reviews

Reviewed for

Insurance and Protection ( 50 )

Mortgages ( 126 )

Pensions ( 127 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 57 )

Investments and Savings ( 114 )

Pension Transfers - Non Specialist ( 30 )

Inheritance Planning ( 13 )

Long Term Care ( 13 )

Pension Transfers - Specialist ( 18 )

Financial Planning ( 25 )

Financial Mentoring ( 7 )

Financial Coaching ( 6 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 22 )

£100k - £200k ( 15 )

£50k - 100k ( 15 )

Up to £50k ( 60 )

Repeat review

by a verified client in Tyne and Wear

5 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Glen Stephenson helped you since your last review?

Keeping me up to date on my pension

Glen:

Many thanks for the review Mark.
Repeat review

by a verified client in Durham

12 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Glen Stephenson helped you since your last review?

Every time I need advice he does it quickly and easily

Glen:

Many Thanks for the review Neil !!
Repeat review

by a verified client in Tyne and Wear

16 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Glen Stephenson helped you since your last review?

Great Service

Glen:

Much appreciated Bobby
Repeat review

by a verified client in Northumberland

19 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Glen Stephenson helped you since your last review?

Since my last review Glen has helped with pension, investment and mortgage advice. He remains very responsive and helpful. We have worked together for many years and it is clear that he is fully aware of our particular needs and advises accordingly. He is always a pleasure to deal with. My only slight reservation in recommending him is that he is no longer an independent adviser.

Repeat review

by a verified client in Tyne and Wear

20 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Glen Stephenson helped you since your last review?

Pensions