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Stephen Bell at True Potential Wealth Management
Stephen Bell at True Potential Wealth Management
Initial consultation free
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With over 22 yrs experience in financial services, I specialise in delivering tailored financial planning solutions that reflect each client’s unique circumstances, personal aspirations, and realistic financial goals—while ensuring maximum tax efficiency.
We can advise you on
Clients
helped
29
Minimum
pension value
£50k+
Minimum
wealth
£20k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
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Compliance
With investing your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. Pension eligibility criteria applies. 
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. 
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. 
I offer advice on limited types of products. Primarily, I will advise on strategy funds and tax wrappers held on the True Potential Wealth Platform. In circumstances where the True Potential Wealth Platform does not have a product to meet your needs, I will broaden my research to other companies with products not available on the True Potential Wealth Platform. You may ask me for a list of those companies. 
True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FSR No. 529810. <url hidden>.
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