Richard Doyle - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

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. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, 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.

For more than 24 years, I’ve been helping individuals and families reach their financial goals.
I started my financial career at Pearl Assurance in 1991 as a tied agent and progressed to a Area Manager in 1997.  I subsequently worked as an Independent Adviser before joining True Potential Wealth Management using their expertise  to further enhance value and choice for my clients.

Amongst the need for Pension and Investment advice , I believe passionately that clients and especially families should start financial planning with the first building blocks of protection to help cover for unforeseen events.

Richard Doyle Financial Adviser

Areas Served

  • Midlands

Richard Doyle - Financial Adviser

Richard Doyle - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

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. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, 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.

For more than 24 years, I’ve been helping individuals and families reach their financial goals.
I started my financial career at Pearl Assurance in 1991 as a tied agent and progressed to a Area Manager in 1997.  I subsequently worked as an Independent Adviser before joining True Potential Wealth Management using their expertise  to further enhance value and choice for my clients.

Amongst the need for Pension and Investment advice , I believe passionately that clients and especially families should start financial planning with the first building blocks of protection to help cover for unforeseen events.

Areas Served

  • Midlands

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Richard Doyle - Financial Adviser

"In 2012 my husband died. I had taken very early retirement for us to have some ‘quality’ time together but in so doing had to take a big cut in my works pension. Coupled with the increase in the women’s pension age I found myself with a hugely reduced income which would not improve until reaching pensionable age in 2020. However, an uncle died leaving me a lump sum of money. Richard W Doyle had been marked in my husband’s favourites. I contacted Richard in 2013, explained my position and told him that I needed an income from the investment of my uncle’s lump sum. He advised me on the best product which provides a revenue in interest that has made the difference between struggling and being able to live comfortably. Richard also advised me to continue with an investment which my husband had made with NS&I as it had a good return. We have just discussed what the best thing to do with this when it matures in May of this year. I have also put money in a medium risk investment which has seen reasonable returns. He has also advised my mother. I find Richard easy to talk to; he will take time to explain details, (over and over again if necessary!) in a way that can be understand and has vast experience to draw on to find the ideal solution for his client. "