Stephen Haythornthwaite-True Potential Wealth Management LLP

Restricted - Whole of Market  26 The Moorings, Burnley, Lancashire, BB12 0TP
First meeting at adviser's own cost
For more than 20 years, I’ve been providing impartial advice to individuals and families, helping them reach their financial goals.
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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Buy my next home
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Buy to let
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Buying first home
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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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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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Income protection insurance
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Life insurance
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Payment protection insurance
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Stephen Haythornthwaite

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

What our clients say
Stephen has been advising both my husband and I for many years. He has always been clear and open with his advice and costs, diligent in his dealings with us and I would have no hesitation in recommending him to anyone.
Mrs K Hartley, Tottington
Stephen has been dealing with my husband and I with regards to our financial planning for a few years now and his recent help with my occupational pension has opened up new horizons for the future. Cannot thank him enough.
Anne Trafford, Burnley
Stephen and his colleagues at True Potential have recently dealt with my old occupational pension and this has secured my retirement dreams. This has taken a huge weight of our minds and his services are highly recommended.
Mr P Kinney, Langho
About us

My name is Stephen Haythornthwaite and I am married with one grown up child. I am based in Burnley and a Wealth Management Partner of True Potential Wealth Management.

True Potential Wealth Management are part of the successful True Potential group of companies and offers wealth management services to private clients throughout the UK.

They provide services and investment solutions to close to 20% of all UK financial advisers and their clients.

The True Potential group of companies has been recognised with several major industry awards.

Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs.

All clients have access to a unique client portal which gives you a snapshot of your total net worth and how you are progressing towards your goals. The use of modern technology will revolutionise this industry.

Our services

It's important to recognise that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, Occupational Pension review advice, buying your home or remortgage advice, saving for your children’s education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well being while offering exclusive opportunities to market leading products.

Where to find us
Head office address: 26 The Moorings, Lancashire, Burnley, BB12 0TP
Preferred clients
Minimum wealth (income/assets)
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Minimum pension value
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Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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