Steve Harris at True Potential Wealth Management

Restricted - Whole of Market  Box Tree Farm House, Launton, OX26 5DX
First meeting at adviser's own cost
I am a fully qualified financial adviser and Wealth Management Partner with True Potential Wealth Management. I advise across all aspects of retirement planning and we specialise in the complex area of Defined Benefit / Final Salary pensions.
We can advise you on
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Annuity purchase
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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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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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
Response rating
9.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Steve Harris
Wealth Management Partner

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.

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

About us

I try to make sure the advice process with us is stress-free and easy to understand, while focussed on your financial objectives.

I am very fortunate to work with a great team at True Potential and have access to award winning technology that will include access to your own client portal.

True Potential are one of the UK’s most innovative financial services groups, providing investment and pension solutions to over 1.4 million private clients. As a company, we manage over £20 billion of client's assets, using some of the most highly regarded, global investment fund managers.

Our investment committee is made up of experts that will ensure that your money is looked after and managed effectively, in accordance with your attitude to risk, taking any worry or strain away.

All advice given is fully regulated by the Financial Conduct Authority.

Our services

My understanding of your goals and financial objectives will be at the centre of all our discussions. Taking these into account, I will then be able to devise a retirement strategy to ensure these are met.

It can be difficult taking that first step with an adviser, but I am confident that you can relax and will have the opportunity to ask as many questions as you need to understand the advice given
I will be here to help and guide you through all areas of financial planning, and you will be have the resources to take control of your finances and make informed decisions about your financial future.

After more than 30 years advising clients I have a wealth of experience to help you through what can be a difficult process in simple, easy to understand steps.

The first step is to have an open conversation so I can understand your retirement objectives. This is free of charge and you are under no obligation to take things forward.

Where to find us
Head office address: Box Tree Farm House, Launton, OX26 5DX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£51,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 8th August 2022

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