Glen Stephenson - Financial Adviser

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.

For me, planning for the financial future is more than just looking at numbers; it’s me doing my best to help you achieve your dreams.

Recognising that everyone’s personal situation is different, I will take the time to get to know you and what’s important to you. Whether that’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing aspects of your financial wellbeing such as investments, pensions and mortgages, while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning tenology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 20 years, I’ve been helping individuals and families reach their financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Glen Stephenson Financial Adviser

Areas Served

  • All of UK

Glen Stephenson - Financial Adviser

Glen Stephenson - Financial Adviser

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.

For me, planning for the financial future is more than just looking at numbers; it’s me doing my best to help you achieve your dreams.

Recognising that everyone’s personal situation is different, I will take the time to get to know you and what’s important to you. Whether that’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing aspects of your financial wellbeing such as investments, pensions and mortgages, while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning tenology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 20 years, I’ve been helping individuals and families reach their financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • All of UK

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

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

My clients say...

Glen Stephenson - Financial Adviser

"Glen Stephenson has been my Financial Advisor for around 10 years. During that time he has given me good honest all round advice. I have recommended him to others several times and I wouldn’t hesitate in doing so again. He manages my finances as if he was managing his own."

My clients say...

Glen Stephenson - Financial Adviser

"Glen has been my financial advisor for many years. He has always been very approachable, responsive and helpful and has given me sound advice. He has helped me with insurances, pension and mortgages - both for my own home and for rented properties - as well as investments."

My clients say...

Glen Stephenson - Financial Adviser

""I have been involved with Glen for over 12 years now. He has always been professional, dedicated and courteous, not to mention he has invested my funds expertly rewarding me handsomely. I recommend anyone considering using Glen as a financial advisor.""