Joseph F Stevens - True Potential Wealth Management LLP

Restricted - Whole of Market  Suite 24, Orchard House, Halsall, Ormskirk, West Lancashire, L39 8RG
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FCA authorised
Last authorised 3rd May 2021
By providing better value and choice, my clients are better informed, confident and empowered to achieve their financial plans.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Joseph F Stevens
Wealth Management Partner
About us

As a Wealth Management Partner with True Potential Wealth Management, I'm genuinely committed to delivering better value and choice for my clients.

With now over 30 years experience as a Financial Planner, I am passionate about building long term relationships with all of my clients, founded on exceptional service, integrity and Professional Financial Planning Advice.

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 deliver a financial plan that is unique and appropriate to you.

For me, setting a goal is the single most important step in creating your financial plan; and that is why I will take the time to uncover the real reasons why you are saving and I will help you to produce a plan that meets your needs.

I also work on the premise that there is no point in recommending a strategy that I can't explain or that my clients won't understand. That's why I always present my advice in a simple and straightforward way.

Our services

With better value and choice this will allow you as a client to be better informed, confident and empowered to achieve your financial objective.

The most important thing a Financial Planner can do for a client is to help define your goal and then, over time work closely with you to achieve that goal.

Good Financial Planning will provide a 'map and compass'. The map is simple, it shows where you are now but where you want to be and by when.

Without that vital extra step - setting a goal, there can be no plan!

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
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    Face to face

Suite 24, Orchard House, Halsall Business Park, 17 Summerwood Lane, Halsall, Ormskirk, West Lancashire, L39 8RG

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