I was looking for a new financial advisor who could offer long term advice on my investment strategy and who could inject energy, creativity and a fresh outlook coupled with the security of low to medium risk based on educated and reasoned investment options
Stephen offered a clear and focused strategy with sound advice and gave clear direction whilst offering me a number of options from which I could choose which were right for me. He took me through each option stage by stage to show the workings and potential growth available. Stephen is a very clear communicator with a down to earth approach which made the whole process easy, stress free and easy to understand all aspects.
I have been delighted with the returns I have gained due to Stephen's astute advice and hard work on my investment plan strategy which has exceeded my expectations.
I needed an insurance policy to cover my mortgage if I died or suffered a critical illness.
Stephen advised me on a life insurance and critical illness policy, he provided me several quotes. The policy he set up for me had a extensive serious illness cover and offered a partial payout. He also help me to place the policy into trust. Stephen was extremely knowledgeable and helpful.
I had been left an inheritance and looking for advice on how to invest it.
Stephen went to a lot of detail to find out my objectives and thoroughly explained my options,and specific benefits.
Yes, I am now a client and have been very impressed so far with investment advice and performance at this uncertain time.
I would fully recommend Stephen for his advice.
I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.
My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.
I make no compromise. I am beyond wealth management.
I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection and Mortgages.
Your home may be repossessed if you do not keep up
repayments on your mortgage.
Stephen Jevons is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 529810.
True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FNR Number 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX.
Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.
Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.
I am an Independent Financial Adviser with 17 years experience of advising clients on all aspects of their financial well being. I have specialised in providing advice around pensions and tax planning, including final salary pension transfers. I offer a tailored personal service, modern thinking combined with traditional values.
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