Stephen Haythornthwaite - Financial Adviser

My name is Stephen Haythornthwaite and I am married with one grown up child. I am based in Burnley and a Wealth Management partner of the True Potential Wealth Management.

  • Technology Adviser of the year 2013 & 2014
  • Assets under Authority Adviser of the year 2013
  • impulseSave® Adviser of the year 2014

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.

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.

For over 20+ years, I’ve been helping individuals and families reach their financial goals. After receiving my Financial Planning Certificate from The Chartered Insurance Institute, I became a qualified adviser and since then, I have continually enhanced my knowledge and expertise through industry events and formal training.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

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

Our unique client portal gives you a snapshot of your total net worth and how you are progressing towards your goals. I truly believe the use of modern technology will revolutionise this industry which has been largely paper based.

We will advise and make a recommendation for you after we have assessed your needs. Our recommendations will be based on a comprehensive and fair analyses of the market.

Areas Served

  • North West England

Stephen Haythornthwaite - Financial Adviser

Stephen Haythornthwaite - Financial Adviser

My name is Stephen Haythornthwaite and I am married with one grown up child. I am based in Burnley and a Wealth Management partner of the True Potential Wealth Management.

  • Technology Adviser of the year 2013 & 2014
  • Assets under Authority Adviser of the year 2013
  • impulseSave® Adviser of the year 2014

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.

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.

For over 20+ years, I’ve been helping individuals and families reach their financial goals. After receiving my Financial Planning Certificate from The Chartered Insurance Institute, I became a qualified adviser and since then, I have continually enhanced my knowledge and expertise through industry events and formal training.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

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

Our unique client portal gives you a snapshot of your total net worth and how you are progressing towards your goals. I truly believe the use of modern technology will revolutionise this industry which has been largely paper based.

We will advise and make a recommendation for you after we have assessed your needs. Our recommendations will be based on a comprehensive and fair analyses of the market.

Areas Served

  • North West England

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.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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