Mike Bertelli - True Potential Wealth Management LLP

Financial Adviser (Restricted Whole of Market) 17 Broadacre, Stalybridge, SK15 2TX
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
Meet our advisers
Mike Bertelli
Chartered Wealth Management Partner
What our clients say
We were recommended Mike through friends and work colleagues in the financial industry. We met with Mike several times, before we decided to work with him. During this time, Mike was very patient and accommodating with all our questions and queries. He presented a very fair and balanced view of risk, and explained all our options, and gave us time to consider them, without any pressure. We found Mike was professional, thorough and knowledgeable. Nothing was too much trouble. He is always available, in person, via phone or email; and it is reassuring to know that our income for the future is being looked after so well. We would not hesitate to recommend Mike, and indeed we have done so.
B West, Oldham
Mike arrived highly recommended and exceeded expectations. His understanding of my needs and goals was rapid and most accurate and quickly identified the optimal solution to maximise my needs and prospects. As a person he is most affable and communicative and ensures discussions are clearly understood and any resulting strategy is entirely in the client’s interests. I can highly recommend Mike both as a financial advisor but more importantly as a man of integrity that he most clearly is so hope you may benefit as I have done
S Tanner, R
Where to find us

17 Broadacre, Stalybridge, SK15 2TX

Make an enquiry
About us

I have been a financial adviser for over 17 years, having worked in banking for 28 years. Continuing with professional studies throughout my career has always allowed me to offer up-to-date, relevant and most importantly sound financial advice: I achieved Chartered Status with the CII in early 2017.

I bring with me many years of experience across all aspects of financial planning and working with True Potential Wealth Management enables me to offer a tailored financial advice service for each of my clients.

I am passionate about providing the highest level of service I can and am committed to working with you to deliver the best possible advice to suit your individual circumstances. Whether that be investment planning, pensions and pension transfers, protection or inheritance tax planning.

Our services

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.

I recognise not every client is the same and each persons personal situations are unique. I enjoy taking time to get to know each of my clients and what is important to them. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Mike Bertelli - Restricted Chartered Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FNR Number 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.

I offer advice on limited types of products. Primarily, I will advise you on Strategy Funds and tax wrappers held on the True Potential Wealth Platform. In circumstances where the platform does not have a product to meet your needs, I am able to broaden my research to other companies with products not available on the True Potential Wealth Platform. You may ask me for a list of those companies.

Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.
Non-investment protection contracts.

We offer non-investment protection products (e.g. term assurance, income protection and critical illness from a range of insurers.
Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission.

Tax rules can change at any time.

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.

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