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

A great help in a confusing and busy time

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 was taken to ensure we understood and felt confident in the process.

We are grateful of all the support given from Stuart and the flexibility he had around appointment times as we both work.

Since then Sturt has also supported us through the difficult and confusing task of writing our wills. Again we would have been lost with him and are so grateful for how easy he made the process.

Going forward we will continue to seek Stuart’s help as needed but would also recommend him to family and friends.

Thank you again
Georgia & Luke

2 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 the review. I really appreciate your feedback regarding the areas of advice I have given you you.

Rated 5 out of 5 stars

Stuart is a very personable man with a…

Stuart is a very personable man with a warm and friendly approach to looking after our future. Always very easy to talk to

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

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for leaving me a review and I appreciate you taking the time to complete this Keith.

Rated 5 out of 5 stars

New account with True Potential

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 painless, quick and easy. Stuart spent the time in the evening to go through the application process with me and resolved any queries I had. My investment can be reviewed on the platform at any time, looking good at the moment, thanks Stuart for your time and help. It's appreciated.

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

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for your review, of which I appreciate you taking the time out to do this and of course I am happy that you feel our business relationship is truly worthwhile

Rated 5 out of 5 stars

Wholly recommended after many years experience.

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 which makes talking through often complex financial matters so much easier. Wholly recommended.

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

Reply from Stuart Kerrod - True Potential Wealth Management

Many thanks for your review, of which I appreciate you taking the time out to do this and of course I am happy that you feel our business relationship is truly worthwhile.

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