Stephen Hunter - Financial Adviser

I have been a financial adviser since 1988 and am currently a partner in True Potential Wealth Management.

I provide face to face advice for my clients and my focus is to help them protect and manage their wealth and meet their financial goals.

I aim to provide financial security for my clients in the following circumstances:

  • Retirement
  • Children’s further education costs
  • Becoming sick or disabled and unable to work
  • Death of a breadwinner

Every client has different needs and my initial consultation will be at my expense and the purpose of the meeting will be for me to explain my services and gather all the relevant information I need to give you advice.

If you become a client of mine I can then provide an ongoing service as detailed in the ‘Beyond Wealth Management’ brochure.

True Potential’s award winning technology helps me provide this service and helps my clients meet their financial goals.

Stephen Hunter Financial Adviser

Areas Served

  • Northern Ireland

Stephen Hunter - Financial Adviser

Stephen Hunter - Financial Adviser

I have been a financial adviser since 1988 and am currently a partner in True Potential Wealth Management.

I provide face to face advice for my clients and my focus is to help them protect and manage their wealth and meet their financial goals.

I aim to provide financial security for my clients in the following circumstances:

  • Retirement
  • Children’s further education costs
  • Becoming sick or disabled and unable to work
  • Death of a breadwinner

Every client has different needs and my initial consultation will be at my expense and the purpose of the meeting will be for me to explain my services and gather all the relevant information I need to give you advice.

If you become a client of mine I can then provide an ongoing service as detailed in the ‘Beyond Wealth Management’ brochure.

True Potential’s award winning technology helps me provide this service and helps my clients meet their financial goals.

Areas Served

  • Northern Ireland

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.