Barry Stewart Wealth Management Partner - True Potential

Initial consultation free
Independent
I offer holistic financial advice, specialising in retirement. I see and service clients throughout Scotland at their home or our office in Larbert.

We can advise you on

102
£50k+
£50k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Barry Stewart FPFS Chartered FCSI
Chartered Financial Planner

Contact us

39 King Street, Stenhousemuir, 263 Main Street, Falkirk, FK5 4HD
+441

Compliance 

Barry Stewart is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. 
True Potential Wealth Management is a Limited Liability Partnership. OC356611. 
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. 
Past performance is not a guide to future performance.
Tax rules can change at any time. 
Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

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