Eddie Royce - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m committed to delivering better value and choice for my clients.

For me, planning for your best financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. Everyone’s personal situations are unique and I will take the time to get to know you, your priorities and what’s important.

Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you on a regular basis to keep you on track.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well being from Investments and Insurance to Tax and Estate planning while offering exclusive opportunities.

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 all your financial details.

As a result, you will be better informed, confident and empowered to reach your financial goals for the best possible outcome.

I’ve been serving the people of Hinckley and the Midlands for more than 20 years, I have a high level of experience in helping individuals and families reach their financial goals.

A qualified Financial Adviser since 1998, I’ve continued to pursue my own Professional Development since then, enhancing my knowledge and expertise through industry events, formal training and I’m proud to be a member of the Personal Finance Society.

I’m keen to help the people of my local community and look forward to meeting clients and making progress with their financial planning.

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

Eddie Royce Financial Adviser

Areas Served

  • Midlands

Eddie Royce - Financial Adviser

Eddie Royce - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m committed to delivering better value and choice for my clients.

For me, planning for your best financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. Everyone’s personal situations are unique and I will take the time to get to know you, your priorities and what’s important.

Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you on a regular basis to keep you on track.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well being from Investments and Insurance to Tax and Estate planning while offering exclusive opportunities.

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 all your financial details.

As a result, you will be better informed, confident and empowered to reach your financial goals for the best possible outcome.

I’ve been serving the people of Hinckley and the Midlands for more than 20 years, I have a high level of experience in helping individuals and families reach their financial goals.

A qualified Financial Adviser since 1998, I’ve continued to pursue my own Professional Development since then, enhancing my knowledge and expertise through industry events, formal training and I’m proud to be a member of the Personal Finance Society.

I’m keen to help the people of my local community and look forward to meeting clients and making progress with their financial planning.

I encourage you to take the time to explore our website and discover more about our ‘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.

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.

My clients say...

Eddie Royce - Financial Adviser

"Eddie has been advising me and organising my finances since retirement three years ago. He is friendly, helpful and very professional, I could not have got through the complexities of investment and taxation without his sound advice."

My clients say...

Eddie Royce - Financial Adviser

"Eddie provides excellent advice and guidance in an open, clear and friendly way. I've never been kept so up-to-date with my investments, or had then explained so clearly as I have since moving to having Eddie as my financial adviser. Neither have my investments been so healthy and actively managed. I cannot fault his service and I recommend him wholeheartedly."

My clients say...

Eddie Royce - Financial Adviser

"Eddie has looked after my SIPP for nearly 10 years now having, firstly, sorted out the mess he inherited from my previous incompetent FA. He diligently brought together various policies under the one provider and then changed the portfolio mix of funds which proved very successful, outperforming industry average - even during current turbulent times due to Brexit."