Richard White
DipFA, MAQ
Financial Adviser with True Potential
I have been a financial adviser for 33 years. I began my career with Prudential as one of their youngest advisors and have since progressed to being a highly experienced wealth manager, dedicated to helping families achieve their investment and retirement goals. I have a strong focus on building and maintaining long-term relationships with my clients.
I am a Christian, a church Deacon and trustee of a local church and my goal is to always carry that ethos into everything I do on behalf of clients, to offer them the highest standards of care and integrity.
- Level 4 Diploma for Financial Advisers - Institute of Financial Services - 10/11/2011
- Mortgage Advice Qualification - Chartered Insurance Institute - 25/10/2002
- FPC 3 - Chartered Insurance Institute - 27/01/1997
- FPC 2 - Chartered Insurance Institute - 01/10/1996
- FPC 1 - Chartered Insurance Institute - 31/03/1995
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.
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.
