Philippe
We have established a very strong relationship with Barry over the years, and we feel this has great value
Barry Doggett
Financial Adviser with True Potential
Whitstable, Kent
As a Financial Adviser with True Potential Wealth Management, part of the highly successful True Potential group of companies, I am a firm believer in developing long term relationships with my clients to empower them to meet their financial goals.
Your financial circumstances are unique. I will take the time to understand your financial needs, and in doing so develop a robust plan for you and your loved ones. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming...
I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.
Using True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
For more than 30 years, I’ve been helping individuals and families reach their financial goals. I am both a Chartered Financial Planner (2013) and a Fellow of the Personal Finance Society (2021), demonstrating the depth of knowledge achieved over several years. Throughout my career I have continually enhanced my knowledge and expertise through industry events and formal training.
I am also very committed to giving back to my local community. I am a Search Manager and Trustee of Kent Search and Rescue, a charity that assists Kent Police in searching for High Risk Missing People throughout the county.
I am married with two grown up children, my wife runs a small charity helping vulnerable people, my daughter is currently completing a PHD and my son is a Resident Doctor.
I encourage you to take the time to explore my website and discover more about our ‘Do More With Your Money’ service and how you can benefit.
Qualifications
- Fellow of the Personal Finance Society - CII - 02/12/2021
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.