Martin O'Brien - Financial Adviser

As a Partner with True Potential Wealth Management, I’m committed to delivering better value and choice for my clients, working with them in a very modern way that is very unique in financial services, but very normal to the way people live in this very modern world.

With over 15 years experience in Wealth Management, and an Associate of the Personal Finance Society, I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

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 technology, I can provide straightforward and transparent advice in a simple and convenient way.

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

I will make no compromise.

Areas Served

  • South England
  • South East England
  • London

Martin O'Brien - Financial Adviser

Martin O'Brien - Financial Adviser

As a Partner with True Potential Wealth Management, I’m committed to delivering better value and choice for my clients, working with them in a very modern way that is very unique in financial services, but very normal to the way people live in this very modern world.

With over 15 years experience in Wealth Management, and an Associate of the Personal Finance Society, I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

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 technology, I can provide straightforward and transparent advice in a simple and convenient way.

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

I will make no compromise.

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.

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."

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