Richard Watson - 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.

With over 20 years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important.

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.

Through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way. As a result, you will be better informed, confident and empowered to reach your financial goals.

I am based in York but travel to visit clients around the country. I am married with a young family. My interests include all sports, hill walking and travelling.

I work alongside Kate (Paraplanner), Meg and Gillian who provide first class administration support in my role as a financial adviser.

I take pride in the fact that my business has been built on referrals from existing clients, who value my services enough to recommend me to their family and friends.

Please do not hesitate to get in touch with me. The cost of an initial meeting is at my expense and there is no obligation for you to proceed with my recommendations.

I look forward to offering you my advice.