Mike Bertelli - True Potential Wealth Management LLP

Restricted - Whole of Market  17 Broadacre, Stalybridge, Greater manchester, SK15 2TX
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FCA authorised
Last authorised 17th February 2020
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
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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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
Meet our advisers
Mike Bertelli
Chartered Wealth Management Partner
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

17 Broadacre, Stalybridge, SK15 2TX

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