Rob Ellerton - Financial Adviser

I joined True Potential Wealth Management as a Wealth Management Partner in October 2020 combining excellent customer service with industry leading technology, including the amazing ImpulseSave. https://www.tpllp.com/impulsesave-how-it-works-within-our-platform/

Prior to this, I worked at a local Independant Financial Adviser firm in Bridlington for 7 years. I have over 30 years experience in financial services which includes 20 years experience working in retail banking. I am qualified as a financial adviser up to Diploma level, which was attained in Nov 2011. I also hold both the CeMAP qualification (Mortgage Advice) and CeRER qualification (Equity Release advice).

I specialise in providing holistic financial advice to personal clients, helping them achieve their financial goals in areas including saving and investment, retirement planning, mortgages, mortgage protection, family protection, equity release and IHT planning.

I am currently the Area Co-ordinator for 2 local business networking groups Scarborough BoB club – which launched in March 2022, and Bridlington BoB Club which launched in September 2019. There are in excess of 25 current members within the groups who meet fortnightly and successfully generate additional business opportunities and provide ongoing support to each other.

Certificate in Mortgage Advice and Practice (CeMAP)

Certificate for Financial Advisers (CeFA)

Diploma in Financial Advice (DipFA)

Certificate in Regulated Equity Release (CeRER)

Rob Ellerton Financial Adviser

Areas Served

  • North East England
  • Yorkshire

Rob Ellerton - Financial Adviser

Rob Ellerton - Financial Adviser

I joined True Potential Wealth Management as a Wealth Management Partner in October 2020 combining excellent customer service with industry leading technology, including the amazing ImpulseSave. https://www.tpllp.com/impulsesave-how-it-works-within-our-platform/

Prior to this, I worked at a local Independant Financial Adviser firm in Bridlington for 7 years. I have over 30 years experience in financial services which includes 20 years experience working in retail banking. I am qualified as a financial adviser up to Diploma level, which was attained in Nov 2011. I also hold both the CeMAP qualification (Mortgage Advice) and CeRER qualification (Equity Release advice).

I specialise in providing holistic financial advice to personal clients, helping them achieve their financial goals in areas including saving and investment, retirement planning, mortgages, mortgage protection, family protection, equity release and IHT planning.

I am currently the Area Co-ordinator for 2 local business networking groups Scarborough BoB club – which launched in March 2022, and Bridlington BoB Club which launched in September 2019. There are in excess of 25 current members within the groups who meet fortnightly and successfully generate additional business opportunities and provide ongoing support to each other.

Certificate in Mortgage Advice and Practice (CeMAP)

Certificate for Financial Advisers (CeFA)

Diploma in Financial Advice (DipFA)

Certificate in Regulated Equity Release (CeRER)

Areas Served

  • North East England
  • Yorkshire

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.

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.

My clients say...

Rob Ellerton - Financial Adviser

"We have known Rob for a very long time, he has always looked after us in a very caring and efficient way. This also being the same quality service he gave to my parents. The recent meeting was a little different we met Kaylee Robs' new assistant, she entered into conversations with the same understanding and thoughtfulness as we have always encountered previously. Thank you both very much."

My clients say...

Rob Ellerton - Financial Adviser

"I have been a longstanding client of Rob's ever since he left the Halifax. During that time he has provided me with sound financial advice to such an extent he now helps my two adult daughters, cousin and wider family with their financial affairs. I have had no hesitation in recommending Rob to wider family and friends."

My clients say...

Rob Ellerton - Financial Adviser

"Rob Ellerton certainly deserves praise for his work. He is highly knowledgeable and possess a great deal of experience from a multifaceted career in the financial markets, providing clients like me with a straight talking, clear advise when you need it most. Michael Manchester"