Stephen Harrison - Financial Adviser

I started in the industry over 25 years ago and I’ve been helping individuals and families reach their financial goals. 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.

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 Cumbria, Yorkshire, Lancashire, Cheshire and Greater Manchester.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. I want to know your short and long term goals.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you, your family and what’s important.

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 while offering exclusive opportunities. An increasing area of interest from clients is retirement planning and divorce.

Plus, through the use of True Potential’s award-winning technology, 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.

If you want to know a little about me. 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. Lastly, cooking and eating is my favourite hobby!

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.

Stephen Harrison Financial Adviser

Areas Served

  • North England
  • North East England
  • Yorkshire
  • North West England
  • Cumbria

Stephen Harrison - Financial Adviser

Stephen Harrison - Financial Adviser

I started in the industry over 25 years ago and I’ve been helping individuals and families reach their financial goals. 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.

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 Cumbria, Yorkshire, Lancashire, Cheshire and Greater Manchester.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. I want to know your short and long term goals.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you, your family and what’s important.

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 while offering exclusive opportunities. An increasing area of interest from clients is retirement planning and divorce.

Plus, through the use of True Potential’s award-winning technology, 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.

If you want to know a little about me. 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. Lastly, cooking and eating is my favourite hobby!

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

  • North England
  • North East England
  • Yorkshire
  • North West England
  • Cumbria

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.