Stephen Cross of True Potential Wealth Management
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.
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.
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.
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Face to face
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