Rob Ellerton, True Potential Wealth Management

True Potential Wealth Management Wealth Management Partner
48 Fortyfoot
YO16 7RY
I am looking to speak to people who need guidance on planning their retirement.
Regional Director

Business Description

As a Diploma qualified Wealth Management Partner with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I am committed to delivering a first class service, better value and choice for my clients.

For me, planning for your future financial security is more than just looking at numbers. It’s the individual and their personal financial goals that matter the most.

Recognising that everyone’s personal situation is 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, helping you buy your first home or a bigger home, 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 all aspects of your financial wellbeing from investments, pensions, mortgages and insurance to tax and estate planning whilst offering exclusive opportunities.

Now in my 31st year of financial services and helping clients and their families reach their financial goals, I provide a wealth of knowledge and expertise. During that time, I’ve continually enhanced my knowledge and expertise through industry events and continuing professional development.

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.

Accreditations & Qualifications

Certificate in Mortgage Advice and Practice (CeMAP)

Certificate for Financial Advisers (CeFA)

Diploma in Financial Advice (DipFA)

Certificate in Regulated Equity Release (CeRER)