Wealth Transform Limited

About Us

Our Company

Bio

Company Bio
Jerric Alcoran
Ricky Stephens

Wealth Transform Limited is a local company with a number of experienced Financial Advisers. As a Member of The Advice Partnership from Prudential, they have over 22 years of combined experienced in the financial services industry.

Wealth Transform Limited helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. They take pride in providing investment solutions to meet their individual clients’ needs, following a rigorous assessment of each client’s financial circumstances.

Quite simply, Wealth Transform Limited provides sound, personal and expert advice.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Jerric Alcoran has been a Financial Adviser for eight years and is a Chartered Financial Planner. After two successful years as a financial adviser with Prudential Financial Planning, Jerric was delighted to establish Wealth Transform Limited, as part of The Advice Partnership from Prudential.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

The service I received was very thorough, professional & specifically tailored to my needs. Jerric explained very clearly in plain English. Afterwards he produced a full report which was very helpful. It’s also reassuring that at any time I can contact Jerric, to go over my investments, make any amendments or just to clarify anything. He also contacts me regularly, to catch up on how things are going and if any circumstances have changed. Having dealt with Jerric for some time, it’s reassuring to be able to have complete trust in his advice.

March 2021

Jerric is easy to talk to and has a very good understanding and knowledge of financial planning.

March 2021

Jerric was very approachable, patient and thorough, explaining clearly to me the options available regarding my pension. I felt very confident in his advice and guidance and he kept me informed at each stage of the process. I would gladly recommend his services.

June 2021

I find Jerric a very approachable person who is helpful and does what he says he will when he says he will do it. He has a good knowledge of the Prudential products and gives clear, easy to understand advice.

August 2021

Jerric is a trustworthy Financial Adviser. He has been very informative regarding all financial services provided. He explains everything in a simple format so it is easier to understand. He is very professional and extremely efficient. I highly recommend his services.

Ricky Stephens has been a Financial Adviser for 14 years and holds a Diploma in Financial Planning. After two successful years as a financial adviser with Prudential Financial Planning, Ricky was delighted to establish Wealth Transform Limited, as part of The Advice Partnership from Prudential.

In his spare time, Ricky is a family man where he loves spending time with his wife and his 2 sons, Zachary and Thomas. Ricky has a variety of hobbies and interests including, keeping fit and boating.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

March 2021

Ricky offers a very friendly, professional and personal service.

Both myself and my wife were very impressed how he explained everything to us in a clear precise way. He answered all our questions and eased any concerns we had. He does not put you under any pressure or obligation to accept anything that was on offer, explains things simply and gave us plenty of time to think about our decision.

He reviewed all our pensions, investments and life insurance. Handled sensitively and professionally, he keeping me updated throughout.

I would highly recommend him to anyone looking for financial advice.

March 2021

Ricky has always given clear advice about various products and the costs involved in managing.