Kaylee Walker, True Potential Wealth Management
Bridlington
YO16 7RY
Business Description
I am currently working as a mortgage adviser for Rob Ellerton, who is a Diploma qualified Wealth Management Partner with True Potential Wealth Management, part of the highly-successful True Potential group of companies.
I am committed to delivering a first class service, better value and choice for my clients.
Recognising that everyone’s personal situation is unique, I will take the time to get to know you and what’s important when it comes to needing mortgage advice. Whether it’s helping you buy your first home or a bigger home, a further advance on your existing property (such as for home improvements etc) or downsizing, I can work with you every step of the way.
Through the use of True Potential’s award-winning technology, I can assist you with getting yourself onto the property ladder with minimal fuss and a straight-forward approach. As a result, you will be better informed, confident and empowered to reach your financial goals.
Accreditations & Qualifications
Certificate in Mortgage Advice and Practice (CeMAP) Qualification attained 1st December 2022