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
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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
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
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
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Company details
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
26 Oak Tree Crescent, WR5 1TQ, Worcester, United Kingdom
- +447763229699
- stuartkerrod@tpllp.com
- stuartkerrod.tpllp.com
4.7
Excellent
25 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
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Stuart is very helpful in giving advise…
Stuart is very helpful in giving advise and how to set things up
February 2, 2023
Unprompted review
Reply from Stuart Kerrod - True Potential Wealth Management
Many thanks for taking the time out to complete the review.
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
January 2, 2023
Unprompted review
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.
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
January 30, 2023
Unprompted review
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.
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.
December 20, 2022
Unprompted review
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
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.
January 25, 2023
Unprompted review
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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