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Rhys Williams

DipPFS

Financial Adviser with True Potential

Fforestfach, Swansea

I’m a Welsh speaking Financial Adviser with five years of experience helping individuals and families make confident, informed decisions about their financial future. I successfully took over my father’s long-established financial advisory business and then made the decision to join True Potential Wealth Management — a move that’s allowed me to take the business a step further, with enhanced tools, technology, and support designed to deliver even greater value and convenience for my clients.

My approach to financial planning centres on understanding the full picture...

I take the time to get to know each client’s goals, values, and circumstances before offering tailored wealth management and investment advice that truly fit their needs. Clients can expect clear and timely communication, reliability, and a genuine commitment to doing what’s right for them.

Integrity, empathy, and diligence are at the heart of everything I do. Whether I’m helping clients plan for retirement, protect their families or grow their wealth, my goal is to provide advice that brings clarity and confidence to every financial decision.

Outside of work, I enjoy playing football and the drums, spending time with my family, and taking my dog on long walks — all of which help me stay grounded and balanced in both life and work.

Qualifications
  • CII Level 4 Diploma in Regulated Financial Planning - The Chartered Insurance Institute - 03/03/2022

My Services

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

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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 provide innovative investments

£33 billion
Invested with over 550,000 clients

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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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Get in touch

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

How can I help you?

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