Stuart Kerrod - True Potential Wealth Management レビュー 

25
•
TrustScore 5段階評価の4.5

4.7

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レビュアーのコメントを見てみましょう

5つ星のうち5の評価

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... もっと見る

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5つ星のうち5の評価

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... もっと見る

企業が回答しました

5つ星のうち5の評価

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... もっと見る

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5つ星のうち5の評価

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... もっと見る

企業が回答しました

企業情報

  1. 金融コンサルタント
  2. ・
  3. 住宅ローン代理店

当該企業による記述

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


連絡先

4.7

優良

TrustScore 5段階評価の4.5

25件のレビュー

5つ星
4つ星
3つ星
2つ星
1つ星

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4.7

すべてのレビュー

(25)

過去12か月のレビュー数: 0件

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5つ星のうち5の評価

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!

2024年8月27日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

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.

2023年7月31日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

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.

2022年10月3日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

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.

2023年4月3日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

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

2023年4月4日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

Stuart offers good honest information…

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

2022年12月14日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

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.

2022年10月3日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

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.

2023年3月2日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

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.

2022年10月28日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

Pension advice

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

2022年4月21日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

Very trustworthy honest financial…

Very trustworthy honest financial advisor with great communication.

2023年2月27日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

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.

2023年2月27日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

Professional approach to my needs and…

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

2023年1月1日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

Understandable, honest service

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

2023年2月27日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

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

2023年2月14日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

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.

2023年2月9日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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

5つ星のうち5の評価

Very helpful

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

2022年9月28日
自発的なレビュー
Stuart Kerrod - True Potential Wealth Management ロゴ

Stuart Kerrod - True Potential Wealth Management からの回答

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.

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