True Potential Wealth Management - Stuart Kerrod

Restricted - Whole of Market  6, Worcester, Worcestershire, WR5 1QR
First meeting at adviser's own cost
Very professional with good service standards and a sound reputation for recommending the appropriate products to meet the clients needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Stuart Kerrod
IFA

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Accreditations
Certified Financial Planner
What our clients say
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.
Melissa Bone, Malvern
I have known Stuart Kerrod for at least 5 years. During this time he has been my Financial Advisor giving myself very sound financial advice. He has taken the time to thoroughly understand my finances, my wishes for retirement and my attitude towards risk. His advice and subsequent actions has resulted in myself realising my retirement plans. He is always available to contact, carries out regular reviews, and has answered every question asked of him so far. I have every confidence in his ability and look forward to many years with Stuart as my Financial Advisor.
Richard Walford, Gloucester
“Stuart Kerrod has been my financial advisor for the last five years. During this time he has taken the time to get to know me, my expectations, and my attitude to risk, this gives me every confidence that not only my financial goals are well understood but also my comfort level. Stuart regularly provides me with updates, and he has always been available to answer any questions or to explain options within my portfolio.”
Alison Brown, Gloucester
About us

I am a fully authorised and regulated Diploma qualified Financial Adviser based in Worcester, where I reside with my wife and 2 children. I have approximately 14 years’ experience in financial services, where I have gained extensive knowledge in a variety of areas within financial advice.

I offer an unbiased, friendly and professional service to meet the client’s needs and requirements. I am able to meet the clients in their own home or business on a 1st meeting basis with no obligation to find a suitable solution to meet the client’s needs.

Areas of speciality include pensions, retirement planning, investments, protection (personal & business), Wills & estate planning. Areas of advice outside of my scope can be referred to one of our other specialist advisers within the firm. This includes for example advice on mortgages, equity release and long-term care.

I operate from Worcester where I travel to see my existing and new clients in Worcestershire, Gloucestershire, Herefordshire, Stratford -Upon-Avon and Birmingham. These areas are not exhaustive, and I am willing to travel further if required and feasible to do so.

Our services

Listen to the clients needs and objectives in order to meet there expectations and goals in a sound a professional manner.

Where to find us
Head office address: 6, Wakefield Close, Worcester, Worcestershire, WR5 1QR
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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