Richard Dainty

Wealth Partner
Areas Served
  • Norfolk
  • London
  • Cambridgeshire
  • Suffolk
  • Lincolnshire
  • Rutland
  • Bedfordshire
  • Essex
  • Hertfordshire
Languages Spoken
  • English

About Richard Dainty

As a Partner with True Potential Wealth Management, my responsibility is to partner with you, offering help and support to assist you in creating future wealth, protecting you and your family, whilst also building a legacy for your future generations.  We are driven to provide objective, tailored financial planning solutions that enhance your life.

I am committed to delivering a better value and choice for my clients, working with you in a very modern way that is unique in financial services, but very normal to the way people live in this very modern world.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what's important to you, and through the use of award-winning financial management technology, I can provide straightforward and transparent financial advice in a simple and convenient way.

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

Would you like to know how the latest drawdown changes could impact your pension plans?

I offer a free initial consultation to establish your goals and how I will be able to help you achieve them.  To arrange a meeting please call me on either 01485 210157 or email me: richarddainty@tpllp.com

Services Offered
  • Savings and Investments
  • Reliable wealth management advice and creating the right investment strategy are crucial elements in securing your future financial well-being. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

    Our carefully constructed, risk-rated portfolios enable you to spread your investments across a wide range of global asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution.

  • Retirement Planning
  • Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requirements.

    Whether you need to set up or review existing retirement planning strategies, for you or your employees, we have ways to help you make the most of your retirement opportunities.

  • Mortgage & Borrowing
  • A mortgage is one of the biggest financial commitments most of us are likely to make in our lifetime. Whether you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. Also, with so many lenders offering such a vast array of products, it is vitally important to seek the right specialist advice.

    We can provide you with access to a great range of products offered by lenders across the market place.

  • Protection Planning
  • Protecting you and your family from unforeseen circumstances is vital to your financial well-being, now and in the years to come. And there are no shortage of situations where insurance is necessary, like insuring your home against damage or theft, or going on holiday. I can offer an extensive product range including: Life cover (including Term Assurance and Whole of Life); Critical Illness; Income Protection; Employee Benefits; and, Private Medical Insurance.

  • Trust and Estate Planning
  • Gone are the days when Inheritance Tax (IHT) was the sole concern of the wealthy. But while many people are aware of the need for IHT planning, few still do anything about their potential liability. So few, in fact, that HM Revenue & Customs collected £2.8bn in IHT revenues in 2011/12 alone*.

    IHT is just one of the many areas to consider when protecting your family and home - others include Capital Gains Tax, illness and loss of income. Assessing the right protection for your specific needs is essential to any wealth management solution.

Richard has gone out of his way to help us with every aspect of our financial planning, providing advice on everything from our pensions and life assurance, to our investment funds and bonds. His knowledge of the market and his understanding of real world situations means that he is able to provide excellent support and advice.

Jim - Norfolk
Richard is very helpful and always responds thoroughly and immediately to any query, nothing is too much trouble. In the modern day complexity of Financial Planning, it is vital to have someone as knowledgeable as Richard to manage your pension requirements. I have dealt with other companies and advisers, but Richard excels in the financial advice he gives and the service he offers.

Sarah - London
A business client recommended Richard to me as a financial adviser when I was looking for a company pension and personal investment advice. Richard quickly understood my current financial status and my goals. He clearly understands my attitude to risk and has built a portfolio that to date has exceeded my growth plan. He has clearly explained the rationale behind my portfolio which spreads risk across a number of different asset types. Richard monitors the portfolio regularly and advises when an under-performing fund should be replaced. I am more than happy to recommend Richard which I have done to friends and colleagues.

Chris - Norfolk

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