Stephen Cross

Stephen Cross

True Potential Wealth Management LLP

Stephen's reviews

Reviewed for

Insurance and Protection ( 5 )

Pensions ( 49 )

Retirement income (annuities, drawdown) ( 26 )

Investments and Savings ( 90 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 11 )

Long Term Care ( 7 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 14 )

Financial Mentoring ( 5 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 6 )

£100k - £200k ( 12 )

( 1 )

Up to £50k ( 11 )

£50k - 100k ( 11 )

Repeat review

by a verified client in Merseyside

3 months ago

Overall

Advice

Service

Value

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

How has Stephen Cross helped you since your last review?

Stephen has constantly kept in touch and provided me with confidence and trust in him. He explains all aspects in the greatest details and with such professional and polite discussions. I always look forward to his visits

Stephen:

Thanks so much for taking the time out to write a lovely review Beryl, it is very much appreciated.
Repeat review

by a verified client in Merseyside

4 months ago

Overall

Advice

Service

Value

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

How has Stephen Cross helped you since your last review?

He continues to be trustworthy and reliable and the best thing about him is he takes the time to really listen

Stephen:

Thank you for your lovely review Lin, it is very much appreciated you taking the time out to complete it.
Repeat review

by a verified client in Merseyside

5 months ago

Overall

Advice

Service

Value

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

How has Stephen Cross helped you since your last review?

Stephen is always ready to help, and gives me great advice.

Stephen:

Thanks for the lovely review Graham, it's always greatly appreciated that clients take time out to be so kind.
Repeat review

by a verified client in Merseyside

5 months ago

Overall

Advice

Service

Value

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

How has Stephen Cross helped you since your last review?

He has helped me with a withdrawal of funds and also helped to review my investment

Stephen:

Thank you for your review Jessie it is much appreciated.
Repeat review

by a verified client in Merseyside

5 months ago

Overall

Advice

Service

Value

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

How has Stephen Cross helped you since your last review?

We are always given clear advice

Stephen:

Thank you for your kind review Lynne it is much appreciated.