Michael Sudworth - Financial Adviser

17 years Experience in Financial Services aiming to maintain a long standing relationship with my clients to help them achieve their financial planning goals and targets by going through the journey with them.
Proud to have been associated with many of my clients for most of this 17 years and help them achieve their financial aims whether it is reaching a Comfortable Retirement or Saving for a Wedding/House Deposit/University Fees for Children.
This is Done by Regular Reviews/True Potential Client Websites – client has a greater ability to evaluate their Funds, review them and add investment to them via Impulse Save. Overall greater control of reaching their financial destiny and targets with the Technology of Goal Setting in their Client Website.
Areas of Advice include:-
Investments
Retirement Planning
Retirement Income and Budget Planning
Mortgages
Life and Critical Illness Cover
Key Man Insurance
Business Protection
Shareholder Agreements
Tax Efficient Investment Planning
Estate Planning
Succession Planning
Inheritance Tax Planning
Income Protection
Wealth Management
My aim is to help individuals look at making their money work harder by investing in ISAs, Personal Pensions, E-SIPPs, OEICS, investing in Funds with Diversfication, using Tax Relief with investments to increase potential returns. Help with Retired Clients to budget for changing lifestyles and costs of life after work.
This is a journey for the Financial Adviser to make with their Clients/Investors to help them try and reach their Financial Goals and Wealth Dreams.
True Potential has Award Winning Technology to try and achieve this making the Financial Planning process a very Interactive Process for Clients/Investors with Personal Client Websites/Goal Setting/Impulse Save facility.
New Clients can enjoy a Free One Hour Financial Review with myself to look at this and see if it will work for them.

Areas Served

  • North England
  • North East England
  • Yorkshire
  • Cumbria
  • East Scotland
  • South Scotland

Michael Sudworth - Financial Adviser

Michael Sudworth - Financial Adviser

17 years Experience in Financial Services aiming to maintain a long standing relationship with my clients to help them achieve their financial planning goals and targets by going through the journey with them.
Proud to have been associated with many of my clients for most of this 17 years and help them achieve their financial aims whether it is reaching a Comfortable Retirement or Saving for a Wedding/House Deposit/University Fees for Children.
This is Done by Regular Reviews/True Potential Client Websites – client has a greater ability to evaluate their Funds, review them and add investment to them via Impulse Save. Overall greater control of reaching their financial destiny and targets with the Technology of Goal Setting in their Client Website.
Areas of Advice include:-
Investments
Retirement Planning
Retirement Income and Budget Planning
Mortgages
Life and Critical Illness Cover
Key Man Insurance
Business Protection
Shareholder Agreements
Tax Efficient Investment Planning
Estate Planning
Succession Planning
Inheritance Tax Planning
Income Protection
Wealth Management
My aim is to help individuals look at making their money work harder by investing in ISAs, Personal Pensions, E-SIPPs, OEICS, investing in Funds with Diversfication, using Tax Relief with investments to increase potential returns. Help with Retired Clients to budget for changing lifestyles and costs of life after work.
This is a journey for the Financial Adviser to make with their Clients/Investors to help them try and reach their Financial Goals and Wealth Dreams.
True Potential has Award Winning Technology to try and achieve this making the Financial Planning process a very Interactive Process for Clients/Investors with Personal Client Websites/Goal Setting/Impulse Save facility.
New Clients can enjoy a Free One Hour Financial Review with myself to look at this and see if it will work for them.

Areas Served

  • North England
  • North East England
  • Yorkshire
  • Cumbria
  • East Scotland
  • South Scotland

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.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.

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