Steven Fullerton - Financial Adviser

“Do more with your money”….that is exactly what you should expect from me.

It all starts with a chat; over the years I have been fortunate enough to build relationships with some amazing characters from all walks of life, all with different dreams and aspirations. Some are just starting out in life, working hard and saving for their first home, others now planning for a better life in retirement and then those who simply want to protect the people they love and cherish most. That’s why I love my job.

We work together, I believe in keeping things nice and simple and without all of the jargon. You can then relax and leave the rest to me.

As a partner of True Potential Wealth Management I have all of the support and award winning technology to formulate your plan, we can always make the odd tweak and adjustments along the way until we get things just right for you. This is when the journey really starts, and for me, the most rewarding part of the job.

You will have the peace of mind and a sense of empowerment knowing that all of your “ducks are in a row”. You can keep track of your goals securely online, 24 hours a day seven days a week with direct access to myself and the team at our Head Office.

Please take a moment and look at what our clients say about us, and also if you haven’t already taken time to discover more about our “Do More With Your Money” service and all of the other benefits on offer.

Finally, please feel free to give me a call, I’m not 9 to 5, or why not just pop into the office?

Looking forward to meeting with you soon.

Best regards,

Steven Fullerton Financial Adviser

Areas Served

  • All of UK

Steven Fullerton - Financial Adviser

Steven Fullerton - Financial Adviser

“Do more with your money”….that is exactly what you should expect from me.

It all starts with a chat; over the years I have been fortunate enough to build relationships with some amazing characters from all walks of life, all with different dreams and aspirations. Some are just starting out in life, working hard and saving for their first home, others now planning for a better life in retirement and then those who simply want to protect the people they love and cherish most. That’s why I love my job.

We work together, I believe in keeping things nice and simple and without all of the jargon. You can then relax and leave the rest to me.

As a partner of True Potential Wealth Management I have all of the support and award winning technology to formulate your plan, we can always make the odd tweak and adjustments along the way until we get things just right for you. This is when the journey really starts, and for me, the most rewarding part of the job.

You will have the peace of mind and a sense of empowerment knowing that all of your “ducks are in a row”. You can keep track of your goals securely online, 24 hours a day seven days a week with direct access to myself and the team at our Head Office.

Please take a moment and look at what our clients say about us, and also if you haven’t already taken time to discover more about our “Do More With Your Money” service and all of the other benefits on offer.

Finally, please feel free to give me a call, I’m not 9 to 5, or why not just pop into the office?

Looking forward to meeting with you soon.

Best regards,

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.