Michael Melluish - Financial Adviser

As a highly experienced Financial Adviser with True Potential Wealth Management, part of the highly successful, award winning True Potential group of companies, I’m committed to delivering better value, choice and results for my clients. I believe in placing clients at the centre of what I do and providing a financial planning service built on honesty, trust and integrity.

I have 15 years experience in face to face financial services, this has allowed me to gain a broad knowledge in this field. I offer advice covering all your options at Retirement, including Flexible Drawdown, and Defined Benefit transfers. I also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice, and Protection Advice.

Michael Melluish Financial Adviser

Areas Served

  • North England
  • North West England
  • North Wales

Michael Melluish - Financial Adviser

Michael Melluish - Financial Adviser

As a highly experienced Financial Adviser with True Potential Wealth Management, part of the highly successful, award winning True Potential group of companies, I’m committed to delivering better value, choice and results for my clients. I believe in placing clients at the centre of what I do and providing a financial planning service built on honesty, trust and integrity.

I have 15 years experience in face to face financial services, this has allowed me to gain a broad knowledge in this field. I offer advice covering all your options at Retirement, including Flexible Drawdown, and Defined Benefit transfers. I also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice, and Protection Advice.

Areas Served

  • North England
  • North West England
  • North Wales

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.