Stephen Burn is a Wealth Management Partner at True Potential LLP, where they have worked since 2016. With over 30 years of experience in the Financial Services industry, Stephen specializes in providing clear financial advice across various sectors including Pensions, Investments, Tax Planning, Protection, Trusts, and Estate and Inheritance Tax planning. Prior to their current role, they served as a Private Banking & Advice Manager at Lloyds Bank from 2000 to 2016, where they offered holistic financial advice to both business and personal customers. Stephen’s extensive background allows them to build trusted relationships and meet the financial needs of clients throughout their lifetime.
This person is not in the org chart
This person is not in any teams
This person is not in any offices