Stuart Huxtable -True Potential Wealth Management

Independent Financial Adviser Stuart Huxtable, Corberry Terrace, Troqueer Road, Dumfries and Galloway, Dumfries, DG2 7SR

First meeting at adviser's own cost

Response rating

9.8 /10

12th August 2019

I create peace of mind and financial security for your future.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- ISAs
- Investing for income
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

Make an enquiry Request a call back 01387 201934 Recommend to a friend

Meet our advisers

Stuart Huxtable

Partner

Qualifications & Accreditations Hide qualifications

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

J02 - Trusts (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

J08 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

What our clients say

Common Thread has enjoyed and benefited from its association with Stuart for a number of years. He has taken time and care to understand not only the needs of the business but the principle operating conditions in order that he ensures a "fit". I would not hesitate in recommending Stuart and have found his knowledge and service to be second to none

Julie Joseph, Lockerbie

Over the years I have had the pleasure of dealing with Stuart on a number of occasions. I would add that he deals with all situations in a Professional and a discreet manner. Would have no hesitation in working with Stuart again in the future.

Kevin Proudfoot, Dumfries

Stuart has brought together various pension plans I had which as it turned out were performing poorly. They have been brought into a portfolio which should give good growth and there is online access to view performance. I found him to be extremely dilligent and an expert on the various levels of risk I wished to take. I was kept informed at all stages of the values and potential risks and returns. I would have no hesitation in reccomending Stuart

David Melville, Dumfries

I have worked with Stuart for a number of years with my personal finances and I it is down to his management of the portfolio that I am now in a great position. I see Stuart at least once per year to chat about what I should do and he always has a number of thoughts and ideas that help me to choose the way I want and need to go. I have no qualms about recommending Stuart to anyone - he had delivered real results for me and he can for anyone else

Keith Drysdale, Annan

I have always found Stuart to be professional in his work but also very approachable with an ear for listening to what I as a customer am actually looking for. Easy to contact and considered in his advice I believe that Stuart is doing what he thinks is best and right for me as a customer. Long may it continue

Martin McCaul, Carlisle

Stuart has worked on my behalf on a number of occasions and has provided me with sound advice. His knowledge has proved invaluable.

Steve Howland Scott, Northumbria

I met Stuart through my Father. In only a short period of time I have come to realise how excellent his advice and financial management skills are. I would recommend Stuart to anyone who needs investment and financial planning advice.

Robert Aitchison, Dumfriesshire

Stuart has been giving me financial advice for a few years now and helps me to manage my money productively. Recently he has been advising me on my voluntary severance plans. He has always given sound advice, relative to my needs and my attitude to risk, which is very important to me. I have recommended Stuart to others and will continue to work with him in the future

Anne Marie Gemmell, Dumfries

Stuart has been working with me for a few years now managing my pensions and savings. He is a true professional and I know I can always rely on his advice. I have recommended Stuart to family and friends and hope to continue working with him for many years to come

Alison Williams, Sanquhar

Where to find us

Stuart Huxtable, Corberry Terrace, Troqueer Road, Dumfries and Galloway, Dumfries, DG2 7SR

Make an enquiry

About us

I am a multi-award winning financial planner and partner of True Potential Wealth Management.

I have 20 years Financial Services Industry Experience over which I have developed a close working relationship with all of my clients. I am very passionate about building long lasting relationships with clients, and putting them on the path to a successful financial future.

I do this by delivering bespoke, unique, financial plans; by working very closely together, I give clients the ability to live the life they want, with peace of mind and financial security.

I make a difference to client’s lives and that is why almost all of our new clients come from the recommendation of existing clients.

Our services

I specialise in Pensions, Pension transfers, Investment and Tax planning for those clients who are heading towards retirement and those who are entering retirement and have key decisions to make on their future. I explain these in a simple jargon free manner so you can understand your options, only then can you make an informed choice and reach the most suitable outcome.

Make an enquiry Request a call back 01387 201934 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- ISAs
- Investing for income
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Make an enquiry Request a call back 01387 201934 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01387 201934 Recommend to a friend

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