Richard Wilson

Financial Adviser with True Potential

Thames Ditton, Surrey

With over 30 years of experience, I’m a Chartered Financial Planner based in Thames Ditton, Surrey, where I live with my wife and two sons. I specialise in pensions, investments, and long-term financial planning, guiding clients to achieve financial security and success.

As a Chartered Financial Planner and pensions specialist, I’m equipped to help you navigate complex pension options, such as defined benefit schemes, final salary pensions, annuities, and income drawdown. I’ll ensure that you make informed decisions about your retirement, providing clarity and peace of mind.

Financial well-being comes from a disciplined, patient approach, combined with regular saving and a solid long-term strategy...

I aim to help you achieve your financial goals—whether they are purely monetary or more personal—by reducing uncertainty and offering expert guidance.

FAQs I Can Help You With:

• Should I buy an annuity?

• Is income drawdown right for me?

• Will my savings last through retirement?

• How do I ensure financial security for my family if I pass away?

Using True Potential’s modern, user-friendly systems, you’ll have clear access to your financial plans, progress tracking, and easy options for topping up investments or withdrawing funds.

I offer a free one-hour consultation to discuss your financial needs, outline my fees, and answer any questions you might have.

Qualifications

My Services

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

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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 provide innovative investments

£33 billion
Invested with over 550,000 clients

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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.

We build revolutionary technology

8 million
Over 8 million logins in 2023

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Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

How can I help you?

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Client testimonials