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David Martin

MLIBF,DipFA,CeMap,CeLTCI,CeRER

Financial Adviser with True Potential

Lincoln, Lincolnshire

I joined True Potential as a Wealth Management Partner in 2025, bringing with me 38 years of experience in the financial services sector. My career began in the banking industry before moving into advisory firms, where I gained extensive expertise and was made a partner at my previous firm.

I specialise in helping clients plan for their financial futures, with a particular focus on retirement planning, investment strategies for both growth and income, family and personal protection, and navigating inheritance tax matters. My approach is holistic and always designed to be as tax-efficient as possible, ensuring that every plan is tailored to each client’s unique goals and circumstances...

Above all, I am committed to building long-term relationships and supporting both new and existing clients as they work towards achieving financial security and peace of mind.

Outside of work, I enjoy taking on new challenges and in 2021 began converting a barn to eventually live in. I’m also a keen sportsman, playing golf whenever I can and occasionally still pull on the football boots. I have a lively Siberian Husky at home, who certainly keeps me on my toes.

Qualifications
  • Level 4 Diploma for Financial Advisers - ifs - 26/07/2012
  • Certificate in Mortgage Advice and Practice - ifs - 06/12/1999
  • Level 3 Certificate in Regulated Equity Release. - LIBF - 04/08/2022
  • Level 3 Certificate in Long-Term Care Insurance - LIBF - 11/07/2019

My Services

Why True Potential?

We are award winning

Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We are award winning

19 awards
19 industry awards won in 2024

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We provide innovative investments

Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.

We provide innovative investments

£33 billion
Invested with over 550,000 clients

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We build revolutionary technology

Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Get in touch

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

How can I help you?

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Client testimonials

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