True Potential Wealth Management

Initial consultation free
Retirement, investment and financial planning advice. Helping you to understand and achieve your financial goals. A VouchedFor Top Rated Adviser listed in The Sunday Times each year since 2018.

We can advise you on

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 Steven Bell Dip CII
Partner at True Potential Wealth Management

What our clients say

Verified Client
What were the circumstances that caused you to initially look for an adviser?We recently retired early, and sadly experienced the death of parents, which meant needing to invest pension and...
Verified Client
What were the circumstances that caused you to initially look for an adviser? Steve has been my Financial advisor over 15 years, as I was looking to voluntary retire I needed Steve's specialisation...


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.
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.
The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

Legal information

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