Steven Clarke - Financial Adviser

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.

With almost 24 years experience in Financial Services, I recognise that everyone’s personal situations are unique and will take the time to get to know you and what’s important to you.

I can help you with any of the following :
Buying a new home
Protecting your loved ones and/or your business
Plan for your retirement
Fulfil a lifelong ambition
Run a prosperous Business
Or leave a legacy to your loved ones or a cherished cause.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from mortgages to investments, 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. As a result, you will be better informed, confident and empowered to reach your financial goals.

I’m also very committed to giving back to my local community. I sponsor, and coach with Penicuik Athletic Youth Football Club. In my spare time, I play golf, to the best of my ability, at my local course, Glencorse Golf Club and enjoy spending time with my family.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Steven Clarke Financial Adviser

Areas Served

  • North Scotland
  • East Scotland
  • South Scotland

Steven Clarke - Financial Adviser

Steven Clarke - Financial Adviser

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.

With almost 24 years experience in Financial Services, I recognise that everyone’s personal situations are unique and will take the time to get to know you and what’s important to you.

I can help you with any of the following :
Buying a new home
Protecting your loved ones and/or your business
Plan for your retirement
Fulfil a lifelong ambition
Run a prosperous Business
Or leave a legacy to your loved ones or a cherished cause.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from mortgages to investments, 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. As a result, you will be better informed, confident and empowered to reach your financial goals.

I’m also very committed to giving back to my local community. I sponsor, and coach with Penicuik Athletic Youth Football Club. In my spare time, I play golf, to the best of my ability, at my local course, Glencorse Golf Club and enjoy spending time with my family.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • North Scotland
  • East Scotland
  • South Scotland

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.