Nicky Rice - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I am committed to giving my clients an holistic, personal and valuable service in helping them to attain their financial goals.

I recognise that everyone’s personal situations are very unique and different from one another, and that is why I will take the time to get to know you and what are the most important things to you and your family, whether you want to save towards a worry free retirement, help your children or grandchildren with their university education or first home purchase, fulfill that ambition of a lifetime or to leave your family a legacy. I can work with you every step of the way.

Managing your wealth can be complex, confusing and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments, insurance and protection all the way to estate and Inheritance Tax 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.

After receiving my Diploma in Advanced Financial Advice from the London Institute of Banking and Finance, I became a qualified Adviser and am continuing to enhance my financial know how by pursuing other professional courses, industry events and formal training.

I continue to study for a degree in medieval history with the Open University, I have reached Diploma standard and will now work towards a B.A with Hons.

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

Nicky Rice Financial Adviser

Areas Served

  • Midlands
  • Suffolk
  • Essex
  • London

Nicky Rice - Financial Adviser

Nicky Rice - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I am committed to giving my clients an holistic, personal and valuable service in helping them to attain their financial goals.

I recognise that everyone’s personal situations are very unique and different from one another, and that is why I will take the time to get to know you and what are the most important things to you and your family, whether you want to save towards a worry free retirement, help your children or grandchildren with their university education or first home purchase, fulfill that ambition of a lifetime or to leave your family a legacy. I can work with you every step of the way.

Managing your wealth can be complex, confusing and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments, insurance and protection all the way to estate and Inheritance Tax 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.

After receiving my Diploma in Advanced Financial Advice from the London Institute of Banking and Finance, I became a qualified Adviser and am continuing to enhance my financial know how by pursuing other professional courses, industry events and formal training.

I continue to study for a degree in medieval history with the Open University, I have reached Diploma standard and will now work towards a B.A with Hons.

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

Areas Served

  • Midlands
  • Suffolk
  • Essex
  • London

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.