Stuart Kerrod - True Potential Wealth Management Reviews 

25
TrustScore 4.5 out of 5

4.7

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Rated 5 out of 5 stars

Stuart is fantastic and very friendly with a wealth of knowledge on all things finance. He takes a customer centred approach which we really appreciated. Where he took the time to get to know us and u... See more

Company replied

Rated 5 out of 5 stars

I have been with Stuart for many years now and his advice has always been very professional, delivered with knowledge and very effective for me. Of course it helps that he is friendly and easy-going w... See more

Company replied

Rated 5 out of 5 stars

Wasn't happy with the reviews, nor the performance I had seen for my previous fund management company, so under advice from Stuart I reviewed True Potential as a replacement .....The switch over was p... See more

Company replied

Rated 5 out of 5 stars

Being first time buyers and having limited understanding surrounding the complexity of purchasing a house it was reassuring to have Stuart on hand, no question was considered stupid and time... See more

Company replied

Company details

  1. Financial advisor
  2. Mortgage broker

Written by the company

I offer a no obligation initial discussion, which can be remotely or face to face to establish your financial goals and requirements. I am an experienced, regulated and authorised Financial/Mortgage Adviser based in Worcester


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

25 reviews

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4.7

All reviews

(25)

0 reviews in the last 12 months

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Rated 5 out of 5 stars

Personable and professional

Stuart is fantastic and very friendly with a wealth of knowledge on all things finance. He takes a customer centred approach which we really appreciated. Where he took the time to get to know us and understand our needs, he was able to provide us tailored advice pertaining to our queries. We’ll definitely use his services again!

27 August 2024
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

I am pleased that you felt my services as a Financial Adviser were of use and that I met your required needs and objectives.

Rated 5 out of 5 stars

Completing a Will

We completed a mirror will with Stuart. He was very helpful in the process and took the time to explain each detail to us. We highly recommend Stuart and will use his services again in future.

31 July 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for taking the time out to complete the review Emma and I look forward to continuing to advise you in the future.

Rated 5 out of 5 stars

No pressure.

Stuart was personable and did not pressure me in to any quick decisions.
He answered all my questions in an easy to comprehend manner.

3 October 2022
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for completing the review Robert and I value our ongoing business relationship.

Rated 5 out of 5 stars

Really helpful advice

Really helpful advice, always approachable and great advice given. Will continue to use Stuart for our financial security . Lovely person to deal with.

3 April 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for completing the review Debbie and I appreciate our ongoing business relationship.

Rated 5 out of 5 stars

Stuart knows all the answers and really…

Stuart knows all the answers and really knows his stuff, definitely recommend him if you need any financial pension related help

4 April 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for taking the time out to complete a review Simon and I hope that we can continue our ongoing business relationship.

Rated 5 out of 5 stars

Really helpful and knowable of pension…

Really helpful and knowable of pension and advice given

9 February 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for completing a review Ashley and I look forward to continuing our business relationship.

Rated 5 out of 5 stars

Stuart offers good honest information…

Stuart offers good honest information and his very thorough and comforting to take advice from

14 December 2022
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks in taking the time out to complete the review Jason and I appreciate our continuing business relationship.

Rated 5 out of 5 stars

Highly recommended

Stuart is friendly, professional and well informed. He gave me a clear, easy to understand overview of my finances and pension which enabled me to make decisions based on a clear understanding of the pros and cons. I would highly recommend Stuart.

3 October 2022
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for taking the time out to complete this review and I appreciate our ongoing business relationship.

Rated 5 out of 5 stars

Easy going knowledgeable Guy

Stuart visited and quickly put me at ease providing clear and precise information on setting up a pension, contacted companies in regard to pensions previously frozen and has now organised everything into one neat portfolio.

2 March 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for taking the time out to complete this review Richard and I appreciate our ongoing business relationship.

Rated 5 out of 5 stars

I am very happy with service that…

I am very happy with service that Stuart provides.
Good honest advice and a genuinely nice bloke.
I would recommend Stuart to anyone.

28 October 2022
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for taking the time out to write a review Jamie and I appreciate our ongoing business relationship.

Rated 5 out of 5 stars

Pension advice

Stuart went through everything in a easy to understand way,nothing was rushed in any way.

21 April 2022
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks Anthony for taking the time out to write a review and I appreciate our ongoing business relationship.

Rated 5 out of 5 stars

Very trustworthy honest financial…

Very trustworthy honest financial advisor with great communication.

27 February 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks Bev for taking the time out to write a review and I appreciate our ongoing business relationship.

Rated 5 out of 5 stars

Stuart kerrod

Stuart, gives sound financial advice appropriate to my circumstances. He is totally professional, knowledgeable, courteous and one of a kind. Highly recommend him hence why he’s been my Financial Advisor for a number of years.

27 February 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks Trevor for taking the time out to write a review and I appreciate our ongoing business relationship.

Rated 5 out of 5 stars

Professional approach to my needs and…

Professional approach to my needs and expectations
Giving me answers to my concerns and questions

1 January 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for taking the time out to complete a review for me and I appreciate our ongoing business relationship.

Rated 5 out of 5 stars

Understandable, honest service

Good, honest service, spoken in simple terms so it's understandable.

27 February 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for leaving a review Steve and I appreciate our continuing, ongoing business relationship.

Rated 5 out of 5 stars

Friendly and engaging with sound financial advice

Stuart is friendly and engaging. Listens to your situation and discusses options with you - I have used Stuart for financial advice for a number of years and would happily recommend him

14 February 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for taking the time out to write this review and I appreciate the fact you value our business relationship.

Rated 5 out of 5 stars

Stuart Kerrod was as always really…

Stuart Kerrod was as always really helpful with all questions we had to ask. Really good answers in detail.

9 February 2023
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Thanks for the review Robert and I appreciate our ongoing business relationship.

Rated 5 out of 5 stars

Very helpful

Stuart listens, gives sound advice and enables strategic decisions. Very courteous and helpful.

28 September 2022
Unprompted review
Stuart Kerrod - True Potential Wealth Management logo

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks Marion for taking the time out to complete this review and I am glad you appreciate our business relationship when it come to looking at your financial circumstances.

Rated 5 out of 5 stars

Stuart really helped myself and my…

Stuart really helped myself and my husband when we had no idea about our pensions. He talked it all through and explained everything to us and gave us our options. Can highly recommend if your struggling to decide what to do for the best.

7 February 2023
Unprompted review

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