Glen Stephenson - True Potential Wealth Management

Glen Stephenson - True Potential Wealth Management As a Financial Adviser with over 20 years of experience, I am committed to delivering better value, choice and results for my clients.

I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection and Mortgages. As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients. With over 20 years experience helping individuals and families reach their financial goals, I offer a wealth

of knowledge and expertise. I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way. My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster. I'm a big family man, with 4 children, twin girls aged 21, currently at university, a 24 year old boy and an almost 4 year year old daughter with my partner and secretary Roz. I take my fitness seriously and most days I'm swimming, at the gym or out for a run. We both love travel and recently bought our first touring caravan which we love and are looking forward to many adventures.

17/08/2021

How can you retire early? Our panel share their expertise on Pensions, inheritance tax, tax relief, utilising technology and digital investing, market volati...

25/06/2021

What is the best ISA Rate? Master Your Money looks at the difference between Cash ISAs and Stocks & Shares ISAs, providing insight on how you can do more wit...

16/06/2021

True Potential's Savings Gap research featured in The Sunday Express over the weekend, with True Potential Chief Executive Daniel Harrison commenting on the "healthier" spending habits that are emerging

04/06/2021

George Bell, Investment Analyst, discusses US unemployment support claims data, which indicates continuous economic recovery. Tha...

04/06/2021

The True Potential Investment Management team explain how they make your money do more in the True Potential Investment Portfolios, and discuss how markets c...

02/06/2021

True Potential are delighted to support the Harrison Centre for Social Mobility at Sunderland's Beacon Of Light. Students pitched ideas to True Potential's s...

28/05/2021

In the generation now approaching retirement, which has not had time to reap the full benefits of auto enrolment, women have around £43,000 in private pensions and men have around £82,000.

Address

49 Dean Road
South Shields
NE334AS

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 9am - 1:30pm

Telephone

+447788546907

Website

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