Stephen Cross of True Potential Wealth Management

Restricted - Whole of Market  5-6 Dawpool Cottages, Wirral, Merseyside, CH63 7LA
First meeting at adviser's own cost
Experienced local advice on Investments, Protection, and in particular Pensions, including access to True Potential Wealth Management's Final Salary Pension Transfer Specialists
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Critical illness
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Income protection insurance
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Life insurance
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Small business
Response rating
9.4/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Stephen Cross DipFA, CeFA, CeMAP
Wealth Management Partner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

What our clients say
"We have known Stephen Cross for a number of years and have always found him to be reliable and trustworthy and have always received 100% of sound and knowledgeable financial advice. Along with this he has a very sunny and agreeable disposition and we would have no hesitation in recommending Mr Cross as a Financial Adviser." Edward & Veronica S, Pensby, Wirral
Edward & Veronica S, Pensby, Wirral
Mr Cross has been my Financial Adviser for the past Eight years. Following his advice, my investments have yielded a very satisfactory return. Stephen has much patience explaining the various investment options available, and I found him to be reliable and trustworthy."
Beryl R, West Kirby, Wirral
Stephen Cross came into our lives when I was contemplating walking away from a £50k a year job. He talked me through the relevant pitfalls, spoke realistically about future prospects, spelling out and assessing our risks. He assured us that what we were entering into would be at the risk level that we had discussed. He has visited us in the High Peaks (of Derbyshire), spending time in our home providing us with professional and impartial advice over a number of years and has yet never been in the negative. You are a real gem.
Jake & Elaine H, Glossop, Derbyshire
About us

As a Partner of True Potential Wealth Management my focus is on maintaining long-term trusted relationships with my clients. I believe in treating my clients exactly as I would want myself, my friends or my family to be treated. This means building a strong relationship based on trust and really understanding what matters to them.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you, and through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

With over 20 years in the financial services industry my commitment to continued professional development ensures I maintain a high standard of knowledge enabling me to keep up with the financial challenges my clients face in an ever changing world.

As a result, I will ensure that you will be better informed, confident and empowered to reach your financial goals.

Our services

In an ever changing world, getting the right advice has become more important than ever, particularly now Pension freedoms have come into force. Making the right financial choices to match your own personal situation can make all the difference for a comfortable retirement, which is an area I'm passionate about taking the time to get right for you.

Where to find us
Head office address: 5-6 Dawpool Cottages, Telegraph Road, West Kirby, Merseyside, Wirral, CH48 1PD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 3rd August 2020

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