Richard Bulpin

BEng(Hons) DipPFS

Financial Adviser with True Potential

Cheltenham, Gloucestershire

With 27 years in financial services, I prioritize goal-based financial planning, ensuring that every strategy aligns with your unique aspirations. As a Wealth Partner at True Potential, I focus on:

Investment Planning – Growing and managing wealth to support your goals.

Retirement Planning – Securing your future with tailored strategies.

Protection – Safeguarding you and your loved ones from life’s uncertainties.

I believe financial planning should be personal, built around what truly matters to you. By understanding your long-term objectives, I create customized solutions that evolve with your needs. My approach is rooted in trust, clarity, and a commitment to helping you achieve financial success...

Outside of work, I enjoy time with family, staying active at the gym, swimming, and walking my dogs.

Let’s discuss how I can help you achieve your financial goals—connect with me or visit my website.

Qualifications
  • CII Level 4 Diploma in Financial Planning - The Chartered Insurance Institute - 16/03/2011
  • CII Level 3 Award in Long Term Care Insurance - The Chartered Insurance Institute - 13/10/2011

My Services

My Team

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

Find out more

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

Find out more

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

Find out more

Get Started

Tell me your goals

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?

* Indicates required fields