About Michael Melluish - True Potential Wealth Management

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.
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.Over 16 years’ experience working in banking and financial services advising a broad range of individuals, families and businesses, I bring a wealth of knowledge and expertise. My advice covers a broad spectrum of wealth management, including retirement planning, inheritance tax planning, savings and investments. Additionally, I advise on protection, ensuring families are covered in all areas.Managing your wealth can be complex and time-consuming. I can simplify this by addressing all aspects of your financial wellbeing, cutting through the jargon and delivering open, transparent and clear advice. I appreciate the need to fully understand your situation and objectives before providing tailored advice and take great pride in helping clients make the most of their money and achieve and/or exceed their goals.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Group pensions
  • Group protection

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