Martin Bayes
DipFA
Financial Adviser with True Potential
I am an experienced Wealth Management Partner with over 30 years in the financial services industry. My extensive knowledge and expertise allow me to provide a highly personalised yet professional advisory service tailored to each client’s unique financial needs.
Every individual has different financial objectives, and I take great pride in working closely with my clients to develop bespoke strategies that help them achieve their goals. I provide a holistic approach to financial planning, recognising that no two financial situations are the same. My areas of expertise include personal pensions and retirement planning, savings and investments, and protection planning...
I believe in making financial advice clear and accessible, avoiding unnecessary jargon to ensure my clients fully understand their financial plans. Taking the time to provide clear, straightforward explanations is a key part of my approach, as I want every client to feel informed and confident in their financial future.
Through True Potential’s market-leading technology, my clients benefit from real-time access to their financial plans, enabling us to closely monitor progress and make adjustments as needed to stay aligned with their objectives. This combination of expert advice and innovative technology ensures that clients have greater control and confidence in their financial journey.
If you would like to discuss your financial plans, please feel free to get in touch for an initial consultation with no obligation.
- Level 4 Diploma for Financial Advisers (DipFA) - London Institute of Banking and Finance - 01/07/2011
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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 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 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.
