Stephen Harrison - True Potential Wealth Management

Restricted - Whole of Market  40 New North Road, Huddersfield, West Yorkshire, HD1 5LS
First meeting at adviser's own cost
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from retirement, pensions, investments and protection to tax and estate planning.
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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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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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
Response rating
9.2/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Stephen Harrison DipPFS CertPFS(DM)
Wealth Management Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
He guided me through the process of making sure I was in the best possible financial shape to retire.
David, Cumbria
Such valuable advice from Steve , explained really well and with patience . Very friendly and approachable
Ann, Doncaster
Steve talked us through various options & showed us what those choices should look like over the next few decades in terms of our retirement 'pot' being sustainable. Steve was very open to spending time listening to us, and our priorities over short, medium and long-term, and made recommendations in line with our attitudes and approach to finance.
John, West Yorkshire
Stephen explained the procedures in detail, we had regular meetings as we progressed each stage, we needed advice on how to manage our investments so we would have income for our future & make good use of our tax free money. Steve has always explained things so we understand & we look forward to continuing this advice/ partnership.
John, Nottinghamshire
About us

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. I cover primarily the North of England with many clients up in Yorkshire, Cumbria, Lancashire, Cheshire and Greater Manchester.

If you want to know a little about me. I started in the industry over 25 years ago. I am Diploma qualified and continue to take further exams to improve and maintain my knowledge. Outside of work I love rugby and still play! Although, it takes me a little longer to recover from the aches and pains. I love to travel and enjoy the many different cultures. Cooking and eating is certainly my favourite hobby! Lastly, you may see me walking the hills around West Yorshire with my trusted dog, Hugo!

Our services

Recognising that everyone’s personal situations are unique, I take pride in the time to get to know you, your family and what’s important. The success I enjoy is the ability to work alongside my clients over their life time. Life is not a rehearsal, I want all my clients to engage in their dreams and live the life they desire.

Where to find us
Head office address: 40 New North Road, Huddersfield, HD1 5LS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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)
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    Face to face
Compliance

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.

Response rating
9.2/10
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FCA authorised
Last authorised 13th September 2021

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