Melissa
Stuart has been my financial advisor for 8 years and has always been very professional, efficient, informative, non-pushy and most importantly patient in explaining the finer detail to me in terms that I can understand.
Stuart Kerrod
Financial Adviser with True Potential
Worcester, Worcestershire
I am married with 3 children and I reside in Worcester. As 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 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 pensions, retirement planning, investments, insurance, estate planning including advise on wills, trusts and powers of attorney. I also offer advise on later life planning, as well as lifetime mortgage advice and mortgages, 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.
For more than 18 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma Level 4 for Financial Advisers and my Certificate for Mortgage Advice and Practice from The London Institute of Banking and Finance, I became a qualified financial adviser and mortgage adviser. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training, as well as qualifying in Long Term Care & Later Life planning through the LIBF.
Qualifications
- CeRER - LIBF - 14/10/2024
- CertLTCP - LIBF - 13/05/2021
- DipFA - LIBF - 16/08/2013
- CeMap - LIBF - 05/03/2008
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.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.