0330 038 8941
Based in Huddersfield
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2020
4.9 out of 5
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: 05 April 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
7
Recent Client Reviews
Stephen has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 7 client reviews 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: 09 January 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.
3
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Stephen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 16 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: 05 April 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
7
Recent Client Reviews
Stephen has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 7 client reviews 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: 09 January 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.
3
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Stephen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 16 first impressions)
I started in the industry over 30 years ago. I’ve been helping individuals and families reach their financial goals. The success I enjoy is the ability to work alongside my clients over their life time. Life is not a rehearsal, I want all my clients to engage in their dreams and live the life they desire. I am very passionate about my clients achieving their goals. As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. I cover primarily the North of England and Scotland with many clients up in Cumbria, Yorkshire, Lancashire, Cheshire and Greater Manchester. For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. I want to know your short and long term goals. Recognising that everyone’s personal situations are unique, I will take the time to get to know you, your family and what’s important. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from retirement, pensions and investments, while offering exclusive opportunities. An increasing area of interest from clients is retirement planning and divorce. Plus, 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. As a result, you will be better informed, confident and empowered to reach your financial goals. If you want to know a little about me. I am Diploma qualified and continue to take further exams to improve and maintain my knowledge. My wife and I have five children between us and two grandchildren. I love most sports but rugby is my main passion. I love to travel and enjoy the many different cultures. Cooking and eating is my favourite hobby, which is not good for the waist! Lastly, you may see me walking the hills and woods around Netherton with my trusted dog, Hugo!
Offers available through VouchedFor
Contact Stephen through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Clients' level of financial expertise
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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.