Rob Ellerton (Financial Adviser) Ltd
RE
Financial Advisors
Rob Ellerton (Financial Adviser) Ltd
67 Falsgrave Rd, Scarborough YO12 5EA
# Rob Ellerton Financial Adviser
Rob Ellerton is an experienced financial adviser operating through True Potential Wealth Management, serving clients across East Riding of Yorkshire and surrounding regions. With over 32 years in financial services—including two decades in retail banking—he provides comprehensive, holistic financial guidance to personal clients seeking to navigate complex financial decisions.
Based in Bridlington, Rob specialises in creating bespoke financial plans tailored to individual circumstances and goals. His expertise spans investment and savings optimisation, retirement planning, mortgage advice, protection planning, equity release and inheritance tax strategies. Clients benefit from access to True Potential's award-winning technology platform, including the innovative ImpulseSave functionality, enabling them to monitor their financial progress 24/7.
What sets Rob apart is his rare combination of qualifications: he holds Diploma level certification, CeMAP (mortgage advice) and CeRER (equity release advice) credentials from the Institute of Financial Services. This depth of expertise, combined with his seven years at an independent financial advisory firm before joining True Potential in 2020, demonstrates genuine commitment to the sector.
Beyond individual client work, Rob actively contributes to the Yorkshire business community as Director of My Business Networking, a group exceeding 40 members that meets fortnightly. This involvement reflects his collaborative approach and understanding of local business needs.
His credentials have earned recognition as a 'Best Financial Services' provider in East Riding for both 2024 and 2025 by Three Best Rated.
Rob Ellerton is an experienced financial adviser operating through True Potential Wealth Management, serving clients across East Riding of Yorkshire and surrounding regions. With over 32 years in financial services—including two decades in retail banking—he provides comprehensive, holistic financial guidance to personal clients seeking to navigate complex financial decisions.
Based in Bridlington, Rob specialises in creating bespoke financial plans tailored to individual circumstances and goals. His expertise spans investment and savings optimisation, retirement planning, mortgage advice, protection planning, equity release and inheritance tax strategies. Clients benefit from access to True Potential's award-winning technology platform, including the innovative ImpulseSave functionality, enabling them to monitor their financial progress 24/7.
What sets Rob apart is his rare combination of qualifications: he holds Diploma level certification, CeMAP (mortgage advice) and CeRER (equity release advice) credentials from the Institute of Financial Services. This depth of expertise, combined with his seven years at an independent financial advisory firm before joining True Potential in 2020, demonstrates genuine commitment to the sector.
Beyond individual client work, Rob actively contributes to the Yorkshire business community as Director of My Business Networking, a group exceeding 40 members that meets fortnightly. This involvement reflects his collaborative approach and understanding of local business needs.
His credentials have earned recognition as a 'Best Financial Services' provider in East Riding for both 2024 and 2025 by Three Best Rated.
Services offered
Investment and savings adviceRetirement planningPension reviewsMortgage adviceMortgage protectionFamily protection insuranceEquity release adviceInheritance tax planning