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

126
£100k+
£100k+
£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

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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...
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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...
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Matt
What were the circumstances that caused you to initially look for an adviser? I first contacted Steve for personal mortgage support. We very quickly built a fantastic relationship, Steve is always...
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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...
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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...
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Gerald
What were the circumstances that caused you to initially look for an adviser? I had my first child and also inherited some money How has Steve Harris helped you? He has helped us for over 20 years...

Contact us

Box Tree Farm House, Launton, OX26 5DX
+447
Website
Youtube/video

Compliance 

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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