Joseph Stevens

About

With 40 years of experience within the Financial Services sector I am a Partner and Financial Planner associated with the award winning True Potential Wealth Management Group. True Potential Wealth Management offers expert financial advice, innovative investments, award-winning technology and dedicated support to clients across the UK. I am qualified financial adviser who will work with you to understand your financial goals, create a bespoke plan that aims to meet them and review your progress formally every year. I am also available whenever you need , through our unique technology, phone and video calls, and face-to-face meetings. I specialise in retirement, inheritance and tax planning, as well as helping clients grow their investments over the long-term. Our clients have 24/7 access to their investments online and by app, as well as unique technology such as impulseSave® which enables top ups from just £1. Clients can also earn and invest cash-back from over 4,000 major retailers, round up their everyday spending into their investments and track their overall wealth in one convenient place. For those considering inheritance and legacy, our beneficiary service empowers clients to not only name their beneficiaries but give them access to bespoke technology and financial expertise. In my experience, no two clients are the same and off the shelf solutions are very rarely suitable. Therefore I will seek to understand your personal financial objectives to ensure that I can deliver a Financial Plan that is unique and appropriate to you. If you wish to benefit from this truly innovative approach to managing your wealth, please contact me and I will be delighted to arrange an initial consultation with you free of charge. The initial consultation is not limited to an hour. The conversation can take as long as it takes for me to introduce the benefits of working with True Potential Wealth Management and to gain a full understanding of your circumstances. Let me help you reach your True Potential. True Potential Wealth Management LLP 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. We offer advice on limited types of products. Primarily, we will advise you on True Potential Portfolios and tax wrappers held on the True Potential Wealth Platform. In circumstances where these products do not meet your needs, we will broaden our research to companies with other products and funds.