Richard Herdsman
Financial Adviser with True Potential
Throughout my career, I have had the privilege of guiding numerous families in achieving their financial goals. I firmly believe that long-term financial planning encompasses far more than just positive investment performance. It’s about making the right decisions, adapting to inevitable changes, and staying on course to reach your objectives.
With a combination of diligent financial planning, cutting-edge technology, and diverse investment management strategies, I am well-equipped to assist individuals, businesses, and families in achieving their aspirations...
I offer expert guidance in the following areas:
- Cash flow and lifestyle modelling
- Tax planning and mitigation
- Retirement and pension planning
- Investment planning
- Asset allocation and fund selection
- Family wealth preservation
- School and university fee planning
- Long-term care funding
- Protection and insurance
- Advice for business owners, SMEs, and directors
Beyond financial planning, I’m a proud father, passionate about music, travel, and cooking. In my spare time, I enjoy cycling, skiing, and supporting Manchester United.
- Chartered Financial Adviser - The London Foundation for Banking & Finance - 01/06/2019
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.
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.
