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.

Martin O'Brien Financial Adviser

Areas Served

  • South England
  • South East England
  • London

Martin O'Brien - Financial Adviser

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

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.

Meet the team

Kieran O’Brien

Kieran O’Brien

Independent Mortgage Adviser and Paraplanner to Martin O’Brien

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My clients say...

Martin O'Brien - Financial Adviser

"Martin has helped us to understand our finances and our financial options. He is thorough and straight-forward in his approach. He has also shown tenacity in dealing with the consolidation of many small employer based pension pots"

My clients say...

Martin O'Brien - Financial Adviser

"Martin O'Brien has provided my family with excellent financial advice for over 15 years now. He has always acted promptly and professionally during this time and I would not hesitate recommending his services."

My clients say...

Martin O'Brien - Financial Adviser

"I have been using Martin for my financial advice for nearly 10 years now. I have found his advice to be professional, he understands my goals, and most important I can understand what we are looking to achieve, which is great in this ever increasingly complicated area. I can just sit back with the knowledge that my investments are in safe hands."