Rikesh Bhatt - True Potential Wealth Management

Financial Adviser (Restricted Whole of Market) Suite 3.12, Grosvenor House, Hollinswood Road, Central Park, Shropshire, Telford, TF2 9TW
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
16th September 2019
My financial planning service that is built on long term relationships, trust and integrity.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Rikesh Bhatt
Financial Adviser
Where to find us

Suite 3.12, Grosvenor House, Hollinswood Road, Central Park, Shropshire, Telford, TF2 9TW

Make an enquiry
About us

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important.

Through the use of True Potential’s award-winning technology I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs.

As a result, you will be better informed, confident and empowered to reach your financial goals.

Our services

- Protecting you and your family,
- Managing and growing your wealth,
- Planning towards and living in retirement
- Passing on your Wealth

I offer a free initial, no obligation meeting conducted at your home or place of work.
This will allow me to understand your circumstances and set out how I can help in a clear, simple and jargon free way.

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

True Potential Wealth Management is authorised and regulated by the Financial Conduct Authority. FCA number: 529810.

Registered Office: Newburn House, Newburn Riverside, Newcastle Upon Tyne, NE15 8NX.

Investment can fluctuate in value and investors may not receive back the amount invested. Capital at Risk.
Tax rules may change at any time.

Investments: We will only advise and make recommendations after assessing your needs. We offer full advice on limited types of products. Primarily, we will advise you on Strategy Funds and Tax Wrappers held on the True Potential Investments Wealth Platform. In circumstances where this is not suitable, we will broaden our research to other companies with products not available on the True Potential Wealth Platform to meet your needs and if suitable. You may ask us for a list of these companies.

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