Stewart Brooke - Financial Adviser

I became an Independent Financial Advisor in 1990 having previously been in the banking industry. For more than 35 years, I’ve been helping individuals and families achieve their financial goals. Very early on I recognised the key to being a great advisor was serving each clients needs based on their individual circumstances.

Since that time, I’ve continually enhanced my knowledge and expertise throughout an ever changing industry and with constantly evolving global events. Running a successful practice requires dedication, commitment and endeavor which are qualities I have always given to my clients.

Technology has changed how we do things and we have become evermore reliant. The reason I’ve joined True Potential Wealth Management is so I can provide you with straightforward and transparent advice in a simple and convenient way. Plus, through the use of True Potential’s award-winning technology you will have 24/7 online access to your online affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Please get in touch if you would like some further information. I’m happy to visit you or you can come to my office in Swansea.

Stewart Brooke Financial Adviser

Areas Served

  • All of UK
  • East Wales
  • South Wales
  • West Wales

Stewart Brooke - Financial Adviser

Stewart Brooke - Financial Adviser

I became an Independent Financial Advisor in 1990 having previously been in the banking industry. For more than 35 years, I’ve been helping individuals and families achieve their financial goals. Very early on I recognised the key to being a great advisor was serving each clients needs based on their individual circumstances.

Since that time, I’ve continually enhanced my knowledge and expertise throughout an ever changing industry and with constantly evolving global events. Running a successful practice requires dedication, commitment and endeavor which are qualities I have always given to my clients.

Technology has changed how we do things and we have become evermore reliant. The reason I’ve joined True Potential Wealth Management is so I can provide you with straightforward and transparent advice in a simple and convenient way. Plus, through the use of True Potential’s award-winning technology you will have 24/7 online access to your online affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Please get in touch if you would like some further information. I’m happy to visit you or you can come to my office in Swansea.

Areas Served

  • All of UK
  • East Wales
  • South Wales
  • West 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.