Michael Sudworth
Financial Adviser Partner @True Potential LLP
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WORK HISTORY
Financial Adviser Partner @True Potential LLP
Newcastle upon Tyne, GB
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.
EDUCATION
Haslingden High School
High School, A Levels in Economics, English Language, General Knowledge
University of Liverpool
BA Hons Social and Environmental Studies, Economics, Politics and Communication Studies
SKILLS
ABOUT MICHAEL SUDWORTH
As a Financial Adviser with True Potential Wealth Management, part of the successful True…
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