Stephen Whyburd at True Potential Llp

Independent Financial Adviser  Mersea Ave, West Mersea, CO5 8JL
First meeting at adviser's own cost
We believe in empowering clients to understand their finances better, do more with their money, and revolutionise the way wealth management is delivered
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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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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Critical illness
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Income protection insurance
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Life insurance
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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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EEA
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Rest of world
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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
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Long term care
Meet our advisers
Mr Stephen Whyburd
About us

Our Vision
Use technology to drive change and to deliver innovative solutions that are built for the future, and that of our clients.

Our award-winning technology gives you 24/7 access to review and top up your investments, see your whole financial life in one place and get in touch with us whenever suits you.

We understand that you want two things from your investments, to maximise your returns and reduce risk. Our chosen investment solution, the True Potential Portfolios, aim to achieve both these goals whilst driving down costs.

Investment opportunity
The Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate. They do this by expertly blending tried-and-tested multi-asset investment strategies from a range of fund managers.

As part of your financial plan, we’ll recommend one or more True Potential Portfolios best suited to your personal circumstances and goals.

Our services

Became the first company to win two European Business Awards at the 2017/2018 event held in Warsaw. This time we were awarded ‘European Public Vote’.

True Potential won the ‘Best Use Of Technology’ award at the Schroders UK Platform Awards 2019, celebrating achievement in platforms and technology.

In 2021 we have topped the voting for both Best Platform Service and Best Platform Provider.

These awards are testament to the excellent work done by our platform team and the rest of the True Potential group who support our in-house platform for financial advisers and clients.

Where to find us
Head office address: Mersea Ave, West Mersea, CO5 8JL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face

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