Stuart Dodson Email & Phone Number
CEO - True Potential Wealth Management @ True Potential LLP
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Stuart Dodson Location
- Newcastle upon Tyne, GB
Stuart Dodson Work
- CEO - True Potential Wealth Management @ (January 2026 - Present)
- Member Board of Directors @ (January 2023 - Present)
- Managing Director @ (February 2022 - December 2025)
- Managing Director - Newcastle Financial Advisers Ltd @ (October 2013 - January 2022)
- Chairman - Shareholder Council @ (April 2020 - November 2021)
- Head of Financial Consultancy @ (July 2012 - September 2013)
- National Partnership Manager @ The Money Advice Service (June 2009 - July 2012)
- Sales Manager @ (July 2002 - May 2009)
- Financial Adviser @ (November 2000 - July 2002)
- General Insurance Consultant @ (January 1999 - November 2000)
Stuart Dodson Education
- University of Northumbria at Newcastle
BA Hons (Financial Studies)
1994-1998 - St Cuthberts High School 1987-1994
- Cranfield School of Management
Key Account Management
2011
Stuart Dodson Skills
- Analysis
- B2B
- Banking
- Business Planning
- Business Relationship Management
- Critical Illness
- Finance
- Financial Advisory
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Annuities
- Income Protection
- Inheritance Tax Planning
- Insurance
- Investments
- Level 4 Diploma in Financial Planning
- Life Insurance
- Management
- Partner Management
- Partner Relationship Management
- Pensions
- Performance Management
- Portfolio Management
- R04 (Pensions and Retirement Planning)
- Recruiting
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Savings
- Stakeholder Management
- Strategic Financial Planning
- Strategy
- Wealth
- Wealth Management
- Leadership
- Business Development
- Microsoft Excel
- Customer Service
- R04 Pensions And Retirement Planning
- R04
Stuart Dodson Summary
- Stuart Dodson, based in Newcastle upon Tyne, GB, is currently a CEO - True Potential Wealth Management at True Potential LLP. Stuart Dodson brings experience from previous roles at PIMFA - Personal Investment Management & Financial Advice Association, The Openwork Partnership, Newcastle Building Society and OPENWORK PARTNERSHIP LLP. Stuart Dodson holds a 1994 - 1998 BA Hons in Financial Studies @ University of Northumbria at Newcastle. With a robust skill set that includes Analysis, B2B, Banking, Business Planning, Business Relationship Management and more. Stuart Dodson has 1 emails and 1 mobile phone numbers on RocketReach.
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John Watson
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Gemma Proctor
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David Reid
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Heather Strain
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