Michael Sudworth

Michael Sudworth Email and Phone Number

Financial Adviser and Partner @ True Potential Wealth Management LLP
Newcastle upon Tyne, GB
Michael Sudworth's Location
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
Michael Sudworth's Contact Details

Michael Sudworth work email

Michael Sudworth personal email

n/a
About Michael Sudworth

As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.With over 14 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection,Trust and Estate Planning, and Business and Succession Planning.Michael Sudworth is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810.InvestmentRestricted Advice We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future. Non-investment protection contractsWe offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customer In the UK.

Michael Sudworth's Current Company Details
True Potential Wealth Management LLP

True Potential Wealth Management Llp

View
Financial Adviser and Partner
Newcastle upon Tyne, GB
Website:
tpllp.com
Employees:
1208
Michael Sudworth Work Experience Details
  • True Potential Wealth Management Llp
    Financial Adviser And Partner
    True Potential Wealth Management Llp
    Newcastle Upon Tyne, Gb
  • True Potential Wealth Management Llp
    Financial Adviser/Partner
    True Potential Wealth Management Llp Nov 2013 - Present
    Newcastle Upon Tyne, United Kingdom
    Experienced Financial Adviser/Wealth Partner with True Potential Wealth Management LLP providing a broad range of financial planning services for existing clients and future customers. Have built up over £8 million of Assets Under Management with main areas of advice including Investments, Pensions, Retirement Planning, Estate Planning, Inheritance Tax Planning, Protection Needs such as Life & Critical Illness Cover to help families protect against the unexpected, such as sickness, unemployment… Show more Experienced Financial Adviser/Wealth Partner with True Potential Wealth Management LLP providing a broad range of financial planning services for existing clients and future customers. Have built up over £8 million of Assets Under Management with main areas of advice including Investments, Pensions, Retirement Planning, Estate Planning, Inheritance Tax Planning, Protection Needs such as Life & Critical Illness Cover to help families protect against the unexpected, such as sickness, unemployment and death. Initial meetings are free to build relationships and help find out clients' financial planning needs. Pride myself on the on-going relationship and continued support and wealth planning for clients which is to their benefit and also benefits building my business further. Show less
  • North East Chamber Of Commerce
    Member
    North East Chamber Of Commerce 2015 - 2016
  • North East Chamber Of Commerce
    Member
    North East Chamber Of Commerce 2013 - 2015
  • Ifs Wealth Management
    Independent Financial Planner
    Ifs Wealth Management Apr 2012 - Oct 2013
    Newcastle Upon Tyne, United Kingdom
  • Awd Chase Devere
    Independent Financial Adviser
    Awd Chase Devere Feb 2009 - Apr 2012
  • Halifax
    Financial Consultant
    Halifax Oct 2007 - Feb 2009
    Newcastle Upon Tyne, United Kingdom
  • Clydesdale Bank
    Senior Financial Adviser
    Clydesdale Bank Jul 2006 - Oct 2007
    Newcastle Upon Tyne, United Kingdom
    none

Michael Sudworth Skills

Investments Retirement Planning Certified Mortgage Planning Inheritance Tax Planning Estate Planning House Selling Tax Efficent Planning Fund Management Advice Wills Trusts Whole Of Market Advice Keyperson Insurance Personal Protection Income Protection Business Networking Social Networking Savings Protection Critical Illness Pensions Retirement Financial Advisory Financial Planning Wealth Management Wealth Finance Financial Services Mortgage Lending Investment Advisory Pension Funds Personal Financial Planning

Michael Sudworth Education Details

Frequently Asked Questions about Michael Sudworth

What company does Michael Sudworth work for?

Michael Sudworth works for True Potential Wealth Management Llp

What is Michael Sudworth's role at the current company?

Michael Sudworth's current role is Financial Adviser and Partner.

What is Michael Sudworth's email address?

Michael Sudworth's email address is mi****@****c.co.uk

What schools did Michael Sudworth attend?

Michael Sudworth attended University Of Liverpool, Haslingden High School.

What are some of Michael Sudworth's interests?

Michael Sudworth has interest in Networking, Football, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Eating Out, Education, Environment, Poverty Alleviation.

What skills is Michael Sudworth known for?

Michael Sudworth has skills like Investments, Retirement Planning, Certified Mortgage Planning, Inheritance Tax Planning, Estate Planning, House Selling, Tax Efficent Planning, Fund Management Advice, Wills, Trusts, Whole Of Market Advice, Keyperson Insurance.

Who are Michael Sudworth's colleagues?

Michael Sudworth's colleagues are Russell Howieson, Vikki Wightman, Mike Rafter Dip Pfs Cii Cemap, Kay Siraj Mounir, Gareth Kitchener, Jack Guttridge Dipfa, Peter Silver.

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