Mike Bertelli - True Potential Wealth Management LLP

Initial consultation free
Restricted
I am a Passionate, Experienced and Attentive Adviser who prides himself on providing the best possible outcome for the client.

We can advise you on

< 10
£50k+
£50k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Mike Bertelli
Chartered Wealth Management Partner

Compliance

Mike Bertelli  is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.
 
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.
  
Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
 
The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning.
The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
 
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers)

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