Richard Doyle. Partner at True Potential Wealth Management
Based in Derby and covering the surrounding areas , specialising in Pensions and Pension transfers both Personal and Occupational , Defined benefit schemes , using our technology and expertise in helping you achieve your goals .
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Savings for children
Home and leisure
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 19th April 2021
Meet our advisers
MR Richard W Doyle Dip IP
Independent Financial Adviser
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Diploma In Investment Planning (DipIP)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
Regulated Diploma in Financial Planning (CII)
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
What our clients say
I have known Richard for a number of years, over this time he has helped me with my current investments, plus invested on the True Potential Wealth Platform of which i have been more than happy with the returns over last few years consistantly beating the banks building soc returns comfortably and i am a cautious investor and do not like to loose my money !
I would have no hesitation in recommending Richard in the future for any financial Advice needed.
Richard has over the years advised me on my current investments with a number of providers including NSI, HSBC.
He has given me information in non jargon terms and always explains the full details of the investment , charges, and any potential downsides .
I have invested with Richard and have been very pleased with my recent growth on my plans.
Richard evaluated all of my existing pension policies , looking into charges performance etc, we decided to put these pensions on to True Potential Platform were i can check my portfolio values on a daily basis, using a range of Strategy funds, Richard is able to move funds on the Platform if needs be in order to maximise my portfolio I have been very pleased with Richards advice over the past few years and have done further business with him and referred to other friends.
I have myself been in Financial Services Industry for over 30 years having started my career with Pearl Assurance and have been Independent whole of market for last 13 years, building on long term business relationships, gaining referrals and servicing new and existing clients.
Range of services available include and specifically DB Pension transfers ,Investments , unit trusts, bonds .
ISA , Pensions including Pension Transfers, Life Protection , Critical illness cover ,Income Protection ,Pension Freedom advice, home visits to suit in the Derby, Leicester, Nottingham areas, please contact to discuss further.
Here at True Potential we continually search for better value and choice and are agile enough to respond to opportunities quickly.As result our clients become better informed,confident and empowered to reach their financial goals.We achieve this by using the latest technology to provide straight forward and transparent advice in a simple and convenient way.We can offer unique,secure client websites that allow you to have a holistic view of your investments and view all of your legacy and portfolio information in one location at no additional cost.
You will be able to use Impulse Save to achieve Goals
Where to find us
Head office address: 38 Montague Way, Chellaston, Derbyshire, Derby, DE73 5AS
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Online (Live chat, video, email)
Face to face