Kate Hurst

For over 25 years, I have been advising individuals and families to help them achieve their financial goals in Stoke-on-Trent, Derbyshire, and the surrounding areas.

I started my career with Britannia Building Society, which later became The Co-operative Bank, providing financial advice to their customers via AXA Wealth. Since 2013, I have been a financial adviser with True Potential Wealth Management. In addition to welcoming many new clients, I continue to advise longstanding clients, and we have been on a journey together for over 20 years.

I deal with many aspects of financial planning, in particular: investments, pensions, inheritance tax planning, and protection.

Everyone's personal circumstances and goals are unique...

I will take the time to get to know you and understand what’s important to you. You may wish to build a lump sum for the future, save for a worry-free retirement, or save for your children’s future. You may want to make sure that your loved ones are financially secure should the worst happen or ensure that you leave a legacy for them. You may simply want to ensure that your existing investments remain appropriate for your needs.

Whatever your goal, as your adviser, I will work with you every step of the way—making things that can seem quite daunting and overwhelming simple and easier to understand, by talking in plain English. My role is to help you manage your financial circumstances and money in a way that you are comfortable with, and to be with you every step of the way.

I will provide straightforward, transparent advice in a simple and convenient way. With the use of True Potential’s award-winning technology, you will have 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.

Whether you have lost touch with your previous adviser or are new to financial advice, I look forward to meeting you and helping you achieve your goals.

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