Joseph Stevens

As a Wealth Management Partner with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m genuinely committed to delivering better value and choice for my clients.

With over 40 years experience as a Financial Adviser, I am extremely passionate about building long term relationships with all of my clients, founded on exceptional service, integrity and Professional Financial Planning Advice across the whole of West Lancashire.

In my experience, no two clients are the same and off the shelf solutions are very rarely suitable. Therefore I will seek to understand your personal financial objectives to ensure that I deliver a financial plan that is unique and appropriate to you...

I believe that it is essential to build a long lasting relationship with all of my clients focused around delivering a financial goal as a key objective.

For me, setting a goal is the single most important step in creating your financial plan; and that is why I will take the time to uncover the real reasons why you are saving and I will help you to produce a plan that meets your needs.

My goals based approach to financial planning takes account of your personal goals and time frames to achieve these goals as well as the level of risk you wish to take. I then blend all this information to create your personal strategy and financial road map.

I will spend a significant amount of time working with you on the value of our proposition and advise you on how much you need to invest in order to reach your goals.

I also work on the premise that there’s no point in recommending a strategy that I can’t explain easily or that my client’s won’t understand. That’s why I always present my advice in a simple and straightforward way.

If you wish to benefit from our truly innovative approach to managing your wealth, please contact me and I will be delighted to arrange a no obligation initial consultation at no expense to yourself.

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