Mike Bertelli - Chartered Financial Planner

cii-chartered-logo I have been a financial adviser for over 15 years, having worked in banking for 28 years. Continuing with professional studies throughout my career has always allowed me to offer up-to-date, relevant and most importantly sound financial advice: I achieved Chartered Status with the CII in early 2017.

I bring with me many years of experience across all aspects of financial planning and working with True Potential Wealth Management enables me to offer a tailored financial advice service for each of my clients.

I am passionate about providing the highest level of service I can and am committed to working with you to deliver the best possible advice to suit your individual circumstances. Whether that be investment planning, pensions and pension transfers, protection or inheritance tax planning.

Everybody knows that managing your wealth can not only be complex but extremely time-consuming and my aim is to simplify all areas of your financial planning as well as being on hand at all times should you need to discuss any of your ongoing investments or requirements. I will personally be available to discuss your individual financial needs and work alongside you to ensure that all of your investments perform to the best of their ability.

True Potential are a market leader in financial planning technology, which enables me to provide totally transparent and straightforward advice that you can access 24/7. This unique technology and bespoke service means that you are always informed and confident in your investments and goals.

Please take a look at the services I provide and find more information about my ‘Beyond Wealth Management’ service. You can also browse my testimonial page and discover how I have advised people like you.

Mike Bertelli Financial Adviser

Areas Served

  • North England
  • Yorkshire
  • North West England

Mike Bertelli - Financial Adviser

Mike Bertelli - Financial Adviser

cii-chartered-logo I have been a financial adviser for over 15 years, having worked in banking for 28 years. Continuing with professional studies throughout my career has always allowed me to offer up-to-date, relevant and most importantly sound financial advice: I achieved Chartered Status with the CII in early 2017.

I bring with me many years of experience across all aspects of financial planning and working with True Potential Wealth Management enables me to offer a tailored financial advice service for each of my clients.

I am passionate about providing the highest level of service I can and am committed to working with you to deliver the best possible advice to suit your individual circumstances. Whether that be investment planning, pensions and pension transfers, protection or inheritance tax planning.

Everybody knows that managing your wealth can not only be complex but extremely time-consuming and my aim is to simplify all areas of your financial planning as well as being on hand at all times should you need to discuss any of your ongoing investments or requirements. I will personally be available to discuss your individual financial needs and work alongside you to ensure that all of your investments perform to the best of their ability.

True Potential are a market leader in financial planning technology, which enables me to provide totally transparent and straightforward advice that you can access 24/7. This unique technology and bespoke service means that you are always informed and confident in your investments and goals.

Please take a look at the services I provide and find more information about my ‘Beyond Wealth Management’ service. You can also browse my testimonial page and discover how I have advised people like you.

Areas Served

  • North England
  • Yorkshire
  • North West England

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.

My clients say...

Mike Bertelli - Financial Adviser

"Mike was a great help to me and my husband at a particular difficult phase in our lives. He quickly understood our situation and was creative in his ideas, providing us with lots of information he explored a variety of options to help us decide how we could realise and resolve the outcomes that we wanted to achieve. Mike was extremely approachable and friendly, he was patient, non judgmental and extremely easy to talk to, particularly in the area of finance which is generally a very private area for most people. His professional manner, knowledge, confidentiality and sincerity quickly gave us the confidence that we could place our trust in him. He took all of the 'leg work' and stress from our shoulders and I would have no hesitation in recommended his financial services to anyone. "

My clients say...

Mike Bertelli - Financial Adviser

"Many thanks again for the excellent advice and service you provided to Monica (my mother in law) in adjusting her investment portfolio to one with less risk. As you know she is 90 years old and you were very patient and took time to explain, in detail, all aspects of her investments to alleviate any concerns she may have had. She is extremely happy with the service you provided."

My clients say...

Mike Bertelli - Financial Adviser

"We were recommended Mike through friends and work colleagues in the financial industry. We met with Mike several times, before we decided to work with him. During this time, Mike was very patient and accommodating with all our questions and queries. He presented a very fair and balanced view of risk, and explained all our options, and gave us time to consider them, without any pressure. We found Mike was professional, thorough and knowledgeable. Nothing was too much trouble. He is always available, in person, via phone or email; and it is reassuring to know that our income for the future is being looked after so well. We would not hesitate to recommend Mike, and indeed we have done so. B & J West "

My clients say...

Mike Bertelli - Financial Adviser

"Mike arrived highly recommended and exceeded expectations. His understanding of my needs and goals was rapid and most accurate and quickly identified the optimal solution to maximise my needs and prospects. As a person he is most affable and communicative and ensures discussions are clearly understood and any resulting strategy is entirely in the client’s interests. I can highly recommend Mike both as a financial advisor but more importantly as a man of integrity that he most clearly is so hope you may benefit as I have done "