Michael Melluish
Financial Adviser with True Potential
I offer advice covering all your options at Retirement, including Flexible Drawdown, and Defined Benefit transfers. I also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice, and Protection advice.
As a highly experienced Financial Adviser with True Potential Wealth Management, part of the highly successful, award winning True Potential group of companies, I’m committed to delivering better value, choice and results for my clients. I believe in placing clients at the centre of what I do and providing a financial planning service built on honesty, trust and integrity...
Over 18 years’ experience working in banking and financial services advising a broad range of individuals, families and businesses, I bring a wealth of knowledge and expertise. My advice covers a broad spectrum of wealth management, including retirement planning, inheritance tax planning, savings and investments. Additionally, I advise on protection, ensuring families are covered in all areas.
Managing your wealth can be complex and time-consuming. I can simplify this by addressing all aspects of your financial wellbeing, cutting through the jargon and delivering open, transparent and clear advice. I appreciate the need to fully understand your situation and objectives before providing tailored advice and take great pride in helping clients make the most of their money and achieve and/or exceed their goals.
- DIPFA - LIBF - 04/07/2013
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
