Stephen Cross - Financial Adviser

As a Partner of True Potential Wealth Management my focus is on maintaining long-term trusted relationships with my clients. I believe in treating my clients exactly as I would want myself, my friends or my family to be treated.

This means building a strong relationship based on trust and really understanding what matters to them. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you, and through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

With over 20 years in the financial services industry my commitment to continued professional development ensures I maintain a high standard of knowledge enabling me to keep up with the financial challenges my clients face in an ever changing world.

I’m fully qualified to advise you on your retirement and inheritance tax planning, with the aim of giving peace of mind to both you and your family.

I will ensure that you will be better informed, confident and empowered to reach your financial goals.

Get in Touch to discuss your options

Stephen Cross DipFA CeFA CeMAP

Areas Served

  • North West England
  • North Wales

Reviews and Ratings for Financial adviser Stephen Cross, Chester
Reviews and Ratings for Financial adviser Stephen Cross, Chester

Stephen Cross - Financial Adviser

Stephen Cross - Financial Adviser

As a Partner of True Potential Wealth Management my focus is on maintaining long-term trusted relationships with my clients. I believe in treating my clients exactly as I would want myself, my friends or my family to be treated.

This means building a strong relationship based on trust and really understanding what matters to them. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you, and through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

With over 20 years in the financial services industry my commitment to continued professional development ensures I maintain a high standard of knowledge enabling me to keep up with the financial challenges my clients face in an ever changing world.

I’m fully qualified to advise you on your retirement and inheritance tax planning, with the aim of giving peace of mind to both you and your family.

I will ensure that you will be better informed, confident and empowered to reach your financial goals.

Get in Touch to discuss your options

Stephen Cross DipFA CeFA CeMAP

Areas Served

  • North West England
  • North Wales

Reviews and Ratings for Financial adviser Stephen Cross, Chester
Reviews and Ratings for Financial adviser Stephen Cross, Chester

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.

My clients say...

Stephen Cross - Financial Adviser

"We have known Stephen Cross for a number of years and have always found him to be reliable and trustworthy and have always received 100% of sound and knowledgeable financial advice. Along with this he has a very sunny and agreeable disposition and we would have no hesitation in recommending Mr Cross as a Financial Adviser."

My clients say...

Stephen Cross - Financial Adviser

"Mr Cross has been my Financial Adviser for the past Eight years. Following his advice, my investments have yielded a very satisfactory return. Stephen has much patience explaining the various investment options available, and I found him to be reliable and trustworthy."

My clients say...

Stephen Cross - Financial Adviser

"Stephen Cross came into our lives when I was contemplating walking away from a £50k a year job. He talked me through the relevant pitfalls, spoke realistically about future prospects, spelling out and assessing our risks. He assured us that what we were entering into would be at the risk level that we had discussed. He has visited us in the High Peaks (of Derbyshire), spending time in our home providing us with professional and impartial advice over a number of years and has yet never been in the negative. You are a real gem."