Tony Martin - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Covering London & Essex, financial services is what I do and recognising that everyone’s personal situations are unique, I will take the time to get to know you 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 every step of the way. It is my belief that we all cherish our own lifestyle, whatever that may be, and good financial planning is about protecting and maintaining that lifestyle whatever life throws at you.

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 while offering exclusive opportunities.

Plus, using a “Goal Based Approach” and benefiting from 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. It also simplifies all your paperwork into a manageable system.

If you are interested in having a FREE, no obligation conversation with me, then get in touch.

 

Areas Served

  • Essex
  • London

Tony Martin - Financial Adviser

Tony Martin - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Covering London & Essex, financial services is what I do and recognising that everyone’s personal situations are unique, I will take the time to get to know you 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 every step of the way. It is my belief that we all cherish our own lifestyle, whatever that may be, and good financial planning is about protecting and maintaining that lifestyle whatever life throws at you.

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 while offering exclusive opportunities.

Plus, using a “Goal Based Approach” and benefiting from 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. It also simplifies all your paperwork into a manageable system.

If you are interested in having a FREE, no obligation conversation with me, then get in touch.

 

Areas Served

  • 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.

My clients say...

Tony Martin - Financial Adviser

"I am delighted with the advice and support offered by Tony Martin at True Potential. After retiring I decided to make an investment. Tony is very approachable, friendly yet highly professional. He explains what can be complex information in a way that is easy to understand. The performance of my investment has exceeded my expectations and having initially just tested the waters I have, after one year, doubled my investment. I would highly recommend Tony to anyone who may have a little money sitting in the bank earning nothing when they could see a fantastic return."

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