Joseph F Stevens - True Potential Wealth Management

Joseph F Stevens - True Potential Wealth Management Professional Financial Planning - providing an exceptional service to Private Clients in West Lancashire

JFS Financial Planning Partnership with the award winning True Potential Wealth Management - West Lancs based - we are extremely passionate about building long term relationships with our clients, founded on exceptional service, integrity and professional Wealth Management - [email protected]

13/08/2026

Financial security isn't just about building savings and investments. It's also about protecting your income, supporting your loved ones and planning for the future.

In our latest blog, we explore the key areas of financial security, from protecting your income and lifestyle today to planning how your wealth is passed on in the future.

Link in comments.

This material is for general information only and does not constitute a personal recommendation or financial advice. Capital at risk. The value of investments can go down as well as up. Tax rules and eligibility apply.

29/07/2026

Knowing when to save and when to invest can play an important role in helping you achieve your financial goals. While saving can provide security and easy access to your money, investing offers the potential for long-term growth.

In our latest blog, we explore the key differences between saving and investing, helping you understand how to find the right balance.

Link in comments.

This material is for general information only and does not constitute a personal recommendation or financial advice. Capital at risk. The value of investments can go down as well as up. Tax rules and eligibility apply.

14/07/2026

Could your cash savings be working harder for you?

We're excited to introduce True Potential Cash Savings, a new service delivered in association with Bondsmith, designed to make managing your cash savings simpler - all through your True Potential app or online account.

With a single application, you can:

✅ Access competitive savings rates from a marketplace of UK banks

✅ Open and manage multiple savings accounts

✅ View your cash savings alongside your investments

✅ Manage everything in one place

Find out more about True Potential Cash Savings. Link in comments.

I am really proud to be once again named a VouchedFor 2026 TopRated Adviser.This is based on feedback from my wonderful ...
20/03/2026

I am really proud to be once again named a VouchedFor 2026 Top
Rated Adviser.

This is based on feedback from my wonderful clients, so a genuine thank you to everyone who has supported me.

You can find the Guide in The Times this Saturday.

https://www.truepotential.co.uk/joseph-
stevens/

Really proud to be once again named a VouchedFor 2026 Top Rated Adviser.This is based on feedback from my wonderful clie...
20/03/2026

Really proud to be once again named a VouchedFor 2026 Top Rated Adviser.

This is based on feedback from my wonderful clients, so a genuine thank you to everyone who has supported me.

You can find the Guide in The Times this Saturday.

https://www.truepotential.co.uk/joseph-stevens/

19/02/2026

Are you prepared for the tax year ending on April 5th? Planning ahead could make a meaningful difference to your finances.

In our expert blog, we cover the key opportunities you should consider before tax year end from maximising your Pension and ISA allowances to understanding gifting and Inheritance Tax.

Link in comments.

Capital at risk. The value of investments can go down as well as up. ISA eligibility and tax rules apply. Pension eligibility and tax rules apply.

13/01/2026

Thinking about taking from your pension pot while still working?

In this expert blog, we outline the key points to consider, including how pension withdrawals are taxed and the Money Purchase Annual Allowance works, to help you make an informed decision.

Link in comments.

Capital at risk. The value of investments can go down as well as up. Pension eligibility and tax rules apply.

25/12/2025

Wishing you a Merry Christmas from all of us at True Potential

20/12/2025

The festive break is nearly upon us.

Our Relationship Management team will remain on hand on the following dates and times over the festive period.

If you would like to discuss your account or have any questions, please do get in touch.

11/12/2025

Over the next two decades, trillions are set to be passed down in the UK’s biggest-ever wealth transfer. Are you prepared to manage what you inherit?

Our expert blog explores the key considerations to take when preparing to inherit wealth, from understanding the tax implications to making a goal-based financial plan.

Link in comments.

Capital at risk. The value of investments can go down as well as up. Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.

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Local Office/4 Heskin Hall Barn, Off Heskin Lane
Ormskirk
L391LT

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