Glen - True Potential Wealth Management

Restricted - Whole of Market  True Potential Wealth Management, Newcastle upon Tyne, NE15 8NX
First meeting at adviser's own cost
As a Financial Adviser with over 20 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Buy to let
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Buying first home
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Next home / Remortgaging
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Wealth management
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Investing for income
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Glen Stephenson
About us

As one of the UK’s fastest-growing financial services organisations, we believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to customers for years to come.

Modern times call for a modern approach and that’s what we deliver – all in one place.

Unique in the UK and exclusive to clients of True Potential, our client sites allow you to view all your investments and bank accounts in one place, whenever and wherever you choose. Plus, you’ll have unlimited access via the web, and tablet and mobile devices.

Here's a Quick Look at What's Available to You

Track your performance
Track your progress towards your financial goals and identify any potential shortfall in your investments.

Top-up with impulseSave®
Top-up your previously advised True Potential accounts at the touch of a button.

True Potential One®
Consolidate your savings and investments into one convenient location with True Potential One®.

Analyse your investments
Comprehensive view of all the policies and plans we hold for you, including real-time valuations and existing assets.

Manage your finances
Link-up your bank accounts and credit cards.

Our services

I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection and Mortgages. I can also help with Powers of Attorney, Wills and Trusts.

I take the time to get to know my clients and find out what’s important to them. I always ensure that I explain things in the clearest way to everyone, as it's so important that you understand everything. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation.

In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.
My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.

Where to find us
Head office address: True Potential Wealth Management, Newburn House, Gateway West, Newburn Riveerside, Newcastle upon Tyne, NE15 8NX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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