Steve Harris at True Potential Wealth Management - Financial Adviser in Aylesbury

Steve Harris at True Potential Wealth Management

Initial consultation free

Restricted

Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.

We can advise you on

Clients
helped

214

Minimum
pension value

£100k+

Minimum
wealth

£100k+

Minimum
mortgage value

£50k+

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Steve Harris

Financial Planner & Wealth Management Partner

What our clients say

Sus

What were the circumstances that caused you to initially look for an adviser? I had numerous endowment policies which needed sorting, Steve helped me through the mathematical process in deciding whether to surrender and put towards the mortgage or to continue. His advice was invaluable. After meeting Steve he became an integral part in securing my financial long term security into and beyond retirement. How has Steve Harris helped you? By assisting with my monthly budgeting and giving advice in a down to earth way which was easily understandable. All his advice and planning has enabled me to have a comfortable financial future in retirement. I am very grateful to Steve for all his advice and assistance in achieving that aim. Have you seen the outcome you were hoping for? Yes What could they have done better? Explained to Liz Truss the very poor financial implications of her budget!

Philip

What were the circumstances that caused you to initially look for an adviser? Steve was recommended to me by a friend, and gave very sound advice on which of my various works pensions I should retain and which should be allowed to mature and/or transfer to other funds. How has Steve Harris helped you? Taking Steve.s advice has given me a secure and comfortable retirement Have you seen the outcome you were hoping for? Yes, the invested funds have grown, which has secured my finances. What could they have done better? Nothing I am very pleased with Steve’s expert advice.

Henri

What were the circumstances that caused you to initially look for an adviser? Coming into a pot of money unexpectedly - and needing advice on what to do with it. How has Steve Harris helped you? Steve initially spent time with me diving into my circumstances, my future plans/wishes, the personal circumstances which might arise in the future, the level of risk I was happy with etc. He really did his homework to understand what the best options were for me to invest my money, and then clearly walked me through them. Have you seen the outcome you were hoping for? Yes - I am very happy with the outcome. And if I ever have any further questions, nothing is too much bother for Steve - he's always on hand to help. What could they have done better? Nothing - I have been very happy with the level of service which Steve has provided.

Cath

What were the circumstances that caused you to initially look for an adviser? We had our own business and needed to prepare for the future with pensions, ISA’s etc., I have since used Steve to assist in transferring a joint private pension to myself and to obtain a lifetime mortgage; all of which was pain free. How has Steve Harris helped you? By being the voice of reason both when we were in business but latterly helped immensely to make a stressful transition go very smoothly. Have you seen the outcome you were hoping for? Yes, I have. What could they have done better? Not sure in my case anything could have been done better.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Steve Harris is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 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.

Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. 

Past performance is not a guide to future performance. 

Tax rules can change at any time.

We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

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.

Legal information

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This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.