True Potential Wealth Management LLP
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Office address

Newburn House

Gateway West

Newcastle upon Tyne

NE15 8NX

This is not the head office for True Potential Wealth Management LLP. To view our head office, click here

Qualifications & specialities
Confirmed Restricted - By product
Investment specialists
Pension transfer specialists
Retirement planning specialists
Advice methods
Face to face
Telephone
Online
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Our preferred clients
£0
£0
£0

True Potential Wealth Management LLP

Financial Adviser based in Newcastle upon Tyne

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About

I am 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 more than 15 years, I’ve been helping individuals and families reach their financial goals.

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, as well as building a strong relationship with both existing and new clients to understand their needs and objectives to meet their desired goals.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. 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.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing aspects of your financial wellbeing such as investments, insurance, estate planning and advise on wills, 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.

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Our Advisers

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Stuart Kerrod

Regulatory & Compliance

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.

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
Mortgages
Long term care
Equity release