Martin O'Brien - Financial Adviser
My passion is to help clients increase their wealth, exceed their financial goals and lead happy and fulfilled retirements. This ethos has always been at the heart of my business. I feel privileged to have been a part of my client’s journeys and see their aspirations become reality. I will help you understand all your options, in a clear and transparent way, allowing you to make an informed decision about what is right for you and your family.
As a Partner at True Potential Wealth Management and with over 23 years’ experience, I will offer you support that is valuable, affordable, and tailored to suit your current and future plans. I will take the time to understand what is important to you and make the advice process simple and worry-free.
I have a particular specialism in the complex area of Defined Benefit/Final Salary pensions advice and all aspects of tax efficient retirement and investment planning. What you have worked hard for all your life will be in safe and trusted hands.
True Potential Wealth Management are one of the largest providers of financial advice in the UK, offering strength and security for your investments. We manage over £20 billion of client’s assets, nationwide and are one of the few remaining, leading specialists, offering advice on Defined Benefit/Final Salary pensions. We have an award-winning platform where your pensions and investments will be held, and use some of the most reputable, world-renowned investment houses within our carefully selected and managed investment portfolios. These portfolios will be tailored around your appetite to risk, and you will be able to access all your pensions and investment assets in one place, using our straightforward but innovative technology.
If you would like to have a no-obligation, no cost, initial conversation where we can meet and get to know one another, then please do get in touch and I will be delighted to help. Let’s start your financial journey and make your wealth flourish and prosper.
Areas Served
- South England
- South East England
- London
Martin O'Brien - Financial Adviser
My passion is to help clients increase their wealth, exceed their financial goals and lead happy and fulfilled retirements. This ethos has always been at the heart of my business. I feel privileged to have been a part of my client’s journeys and see their aspirations become reality. I will help you understand all your options, in a clear and transparent way, allowing you to make an informed decision about what is right for you and your family.
As a Partner at True Potential Wealth Management and with over 23 years’ experience, I will offer you support that is valuable, affordable, and tailored to suit your current and future plans. I will take the time to understand what is important to you and make the advice process simple and worry-free.
I have a particular specialism in the complex area of Defined Benefit/Final Salary pensions advice and all aspects of tax efficient retirement and investment planning. What you have worked hard for all your life will be in safe and trusted hands.
True Potential Wealth Management are one of the largest providers of financial advice in the UK, offering strength and security for your investments. We manage over £20 billion of client’s assets, nationwide and are one of the few remaining, leading specialists, offering advice on Defined Benefit/Final Salary pensions. We have an award-winning platform where your pensions and investments will be held, and use some of the most reputable, world-renowned investment houses within our carefully selected and managed investment portfolios. These portfolios will be tailored around your appetite to risk, and you will be able to access all your pensions and investment assets in one place, using our straightforward but innovative technology.
If you would like to have a no-obligation, no cost, initial conversation where we can meet and get to know one another, then please do get in touch and I will be delighted to help. Let’s start your financial journey and make your wealth flourish and prosper.
Areas Served
- South England
- South East England
- London