Steven Gibson - Financial Adviser

As a partner with True Potential I endeavour to truly understand your goals. Simplicity is key to me. I will ensure you understand the route you need to take and express this in simple, plain-speaking language. This coupled with the True Potential award-winning technology and research allows me to provide you with the highest standard of advice.

There are many stages in life, my aim is to help you build, maintain and protect your wealth in the most tax efficient manner. Also considering financial protection against events that could disrupt your journey. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you.

I have worked in financial services for over 27 years, mainly but not exclusively within the bank assurance high net worth sector. I have a wealth of knowledge in, saving and investment, pensions, estate planning, protection, trust and corporate advice. So, 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.

Unlike bank assurance at True Potential my focus is purely upon the financial advice to you, not a new bank account service, credit card or a loan. Therefore, you can be rest assured I will be giving 100% focus on what you really want to achieve. The service I provide is not a “one stop shop”, I will take to time to review your goals on an ongoing basis and show you how you can keep track of them yourself 24/7, again, backed by True Potentials award winning technology.

Please feel free to browse the website to discover the benefits of True Potential, we only get one life, so let’s make it the best one possible.

Steven Gibson Financial Adviser

Areas Served

  • North East England

Steven Gibson - Financial Adviser

Steven Gibson - Financial Adviser

As a partner with True Potential I endeavour to truly understand your goals. Simplicity is key to me. I will ensure you understand the route you need to take and express this in simple, plain-speaking language. This coupled with the True Potential award-winning technology and research allows me to provide you with the highest standard of advice.

There are many stages in life, my aim is to help you build, maintain and protect your wealth in the most tax efficient manner. Also considering financial protection against events that could disrupt your journey. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you.

I have worked in financial services for over 27 years, mainly but not exclusively within the bank assurance high net worth sector. I have a wealth of knowledge in, saving and investment, pensions, estate planning, protection, trust and corporate advice. So, 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.

Unlike bank assurance at True Potential my focus is purely upon the financial advice to you, not a new bank account service, credit card or a loan. Therefore, you can be rest assured I will be giving 100% focus on what you really want to achieve. The service I provide is not a “one stop shop”, I will take to time to review your goals on an ongoing basis and show you how you can keep track of them yourself 24/7, again, backed by True Potentials award winning technology.

Please feel free to browse the website to discover the benefits of True Potential, we only get one life, so let’s make it the best one possible.

Areas Served

  • North East 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.

My clients say...

Steven Gibson - Financial Adviser

"Having first met Steve several years ago when I was investing with a high street bank and was more than happy to transfer my investments when he moved to True Potential. Steve can always explain the complex financial jargon in very simple terms allowing me to make informed decisions. Nothing is ever too much trouble for Steve; I find him thorough, professional, and extremely efficient. I am certainly not just another customer to Steve, I’m one of his financial clients. Steve has taken the time to get to know my personal circumstances, kept in regular contact regarding my investments and shown a real interest in how we can achieve my financial goal. I would highly recommend Steve to anyone who needs a reliable and knowledgeable financial advisor."

My clients say...

Steven Gibson - Financial Adviser

"This recommendation is based on a situation which only some will encounter. The position of what to do with any savings or funds on one’s retirement. It is a situation many either dread or arrive at a situation, where an expert or someone with trustworthy information and knowledge is absolutely vital. I was in that position some years ago and I had been working with men who all had different ideas, none of which appealed to me. So, though my bank I had the opportunity to meet up with a couple of advisors and to my relief I was introduced to Steven Gibson who assisted me in investing in a system whereby I would be bullet-proofed over the last days of my being. It may sound exaggerated, but as time has passed by, the system of investment offered up has become my mainstay of my monthly wage. I found that the situation was laid out in layman’s terms and so I did not hesitate to proceed with investing a considerable amount of cash into the retirement plan offered up by Mr. Gibson. We meet regularly to review, especially during uncertain times. As always, he’s there to put my mind at rest. I would not venture anywhere else as long as I have access to Steven Gibson and the skills he possesses. I highly recommend Steve to anyone who requires financial advice. MC Newcastle "