Stephen Jevons at True Potential Wealth Llp

Independent Financial Adviser  Barming, Maidstone, ME16 0DH
First meeting at adviser's own cost
As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Mortgage protection
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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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Traded endowment policies
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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
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Group private medical insurance
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Group risk
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Stephen Jevons
What our clients say
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.
Daniel, Kent
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.
Hannah, London
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.
Iain, Kent
About us

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.

Our services

I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection and Mortgages.

Where to find us
Head office address: Barming, Maidstone, ME16 0DH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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.

Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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