Stephen Mason - True Potential Wealth Management

Financial Adviser (Restricted Whole of Market) 12 Avill, Hockley, Tamworth, Staffordshire, B77 5QE
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Professional, friendly and all-encompassing financial advice, to help you set and manage your financial goals with a trusted partner.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
Meet our advisers
adviser-person
Stephen Mason
Partner
Where to find us

12 Avill, Hockley, Tamworth, Staffordshire, B77 5QE

Make an enquiry
About us

As a Restricted Whole of Market 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.

With over 25 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection, Mortgages, Trust and Estate Planning, and Business and Succession Planning.

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

Provide Simple, Effective and Unique Wealth Management Services. Helping you achieve your financial goals. We provide a platform that enables you to utilise modern technology to keep up to speed with your investments. The core of what we do is built on a platform of trust and understanding of clients current circumstances. We help you achieve your goals in a simple and logical way: Where are you now? Where do you want to be? What is the plan to get you there? We will then continue to review your plan on an ongoing basis adding further value to our relationship.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Stephen Mason is a Restricted financial adviser within True Potential Wealth Management LLP which 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. True Potential Wealth Management is a Limited Liability Partnership. OC356611.

Capital at Risk. Investments can fluctuate in value and investors may not get back the amount they invest.

Tax rules can change at any time.

Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.

We give clients the option to pay for mortgage advice by fee rather than commission.

Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.

The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

We will advise and make a recommendation for you after we have assessed your needs.

Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission.

The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customer in the UK.

Investments - We will only advise and make a recommendation to you after we have assessed your needs. We offer full advice on limited types of Products. Primarily, we will advice you on Strategy Funds and the tax wrappers held on the True Potential Wealth Platform.

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