0330 038 8941
Based in Sunderland
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FCA status: Certified by Firm
Martin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Martin's status
Last checked: 10 March 2025
Martin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Martin's status
Recent Client Reviews
Martin has not received any client reviews in the past 12 months
Martin has not received any reviews in the last 12 months
Martin has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 September 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Martin has provided information on their typical fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Martin (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Martin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Martin (based on 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Martin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Martin's status
Last checked: 10 March 2025
Martin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Martin's status
Recent Client Reviews
Martin has not received any client reviews in the past 12 months
Martin has not received any reviews in the last 12 months
Martin has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 September 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Martin has provided information on their typical fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Martin (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Martin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Martin (based on 6 first impressions)
Hello, I am a Financial Planner with True Potential Wealth Management. I look after clients nationwide and am committed to delivering value and expert advice, with the additional benefits of having access to True Potential’s award winning technology and leading investment strategies for their pension and investment needs. I pride myself on offering straightforward and transparent advice, in a simple and convenient way, 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. I will be there with you every step of the way, as part of my on-going service, and will be available for advice as and when you need me. Planning for the financial future is more than just looking at numbers; To me, it’s the people and dreams behind the figures, that matter the most. Your needs and aspirations will be at the heart of our discussions. 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 or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial affairs from pension planning, including a first-class, compliance lead Defined Benefit service, retirement planning and investments, including tax efficiency and estate planning. For more than 19 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma for Financial Advisers, I became a Level 4 qualified adviser and have pursued professional courses from the Institute of Financial Services. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training. You can be sure that you are in safe and trusted hands. In my spare time, I enjoy watching cricket and football, foreign travel and my fantastic wife Maxine and granddaughter Freya keep me busy and on my toes!
Offers available through VouchedFor
Contact Martin through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Martin's clients
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.