Stuart David Kerrod - Financial Adviser

I am married with 3 children and I reside in Worcester. As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

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, as well as building a strong relationship with both existing and new clients to understand there needs and objectives to meet there desired goals.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing aspects of your financial wellbeing such as investments and insurance while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 15 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma Level 4 for Financial Advisers and my Certificate for Mortgage Advice and Practice from The London Institute of Banking and Finance, I became a qualified financial adviser and mortgage adviser. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • Midlands

Stuart David Kerrod - Financial Adviser

Stuart David Kerrod - Financial Adviser

I am married with 3 children and I reside in Worcester. As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

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, as well as building a strong relationship with both existing and new clients to understand there needs and objectives to meet there desired goals.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing aspects of your financial wellbeing such as investments and insurance while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 15 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma Level 4 for Financial Advisers and my Certificate for Mortgage Advice and Practice from The London Institute of Banking and Finance, I became a qualified financial adviser and mortgage adviser. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • Midlands

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

My clients say...

Stuart David Kerrod - Financial Adviser

"I have known Stuart Kerrod for at least 5 years. During this time he has been my Financial Advisor giving myself very sound financial advice. He has taken the time to thoroughly understand my finances, my wishes for retirement and my attitude towards risk. His advice and subsequent actions has resulted in myself realising my retirement plans. He is always available to contact, carries out regular reviews, and has answered every question asked of him so far. I have every confidence in his ability and look forward to many years with Stuart as my Financial Advisor."

My clients say...

Stuart David Kerrod - Financial Adviser

"Stuart Kerrod has been my financial advisor for the last five years. During this time he has taken the time to get to know me, my expectations, and my attitude to risk, this gives me every confidence that not only my financial goals are well understood but also my comfort level. Stuart regularly provides me with updates, and he has always been available to answer any questions or to explain options within my portfolio."

My clients say...

Stuart David Kerrod - Financial Adviser

"Stuart has been my financial advisor for 8 years and has always been very professional, efficient, informative, non pushy and most importantly patient in explaining the finer detail to me in terms that I can understand. "