Rikesh Bhatt - Financial Adviser

Having worked in Financial Services for over 15 years, I have experienced how my financial advice has changed lives for the better. Whether it’s helping my clients achieve a worry-free retirement, saving for their children’s education, supporting them to run a prosperous business or helping them leave a legacy to their loved ones.

Seeing first-hand the positive impact this has had on them and their families is the reason why I do what I do.

My passion and drive has led me to leave a successful career as a financial adviser with a large, global Bank in order to work with True Potential. This move has allowed me to work more closely with a smaller group of clients whilst providing a much wider range of solutions.

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.

After receiving my Business Degree, I chose to complete my CeFA qualification from the PFS as well as my Diploma in Regulated Financial Planning from the CII. Since that time, I’ve continually enhanced my knowledge and expertise through formal training as well as my work towards Chartered Status.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • Midlands

Rikesh Bhatt - Financial Adviser

Rikesh Bhatt - Financial Adviser

Having worked in Financial Services for over 15 years, I have experienced how my financial advice has changed lives for the better. Whether it’s helping my clients achieve a worry-free retirement, saving for their children’s education, supporting them to run a prosperous business or helping them leave a legacy to their loved ones.

Seeing first-hand the positive impact this has had on them and their families is the reason why I do what I do.

My passion and drive has led me to leave a successful career as a financial adviser with a large, global Bank in order to work with True Potential. This move has allowed me to work more closely with a smaller group of clients whilst providing a much wider range of solutions.

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.

After receiving my Business Degree, I chose to complete my CeFA qualification from the PFS as well as my Diploma in Regulated Financial Planning from the CII. Since that time, I’ve continually enhanced my knowledge and expertise through formal training as well as my work towards Chartered Status.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

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.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

My clients say...

Rikesh Bhatt - Financial Adviser

""Before each and every meeting Rikesh does his homework, then finds the time to chat with you to ensure that nothing has changed in your life that might influence the information he is about to give. Consequently, he is able to make a much more informed decision about what is best for you. If you want somebody who cares about you and your money and puts your interests first, then he is the man for you"."

Looking to Improve Your Financial Know-How?

Sign up for the True Potential Centre for Public Understanding of Finance free online courses today.

Sign up Now