Martyn Backshall
DipFA, CF8 (LTC)
Financial Adviser with True Potential
With over 30 years of experience in financial services, I specialise in providing tailored advice on investments, pensions, and Inheritance Tax planning to individuals across the UK. I am dedicated to helping my clients build, protect, and preserve their wealth through strategic, personalised planning.
In my spare time, I enjoy exploring the beautiful landscapes of the UK on my mountain bike, or with my golf clubs, and spend plenty of time exploring the New Forest with my family.
With a client-first approach and a passion for helping people achieve financial security, I am here to guide you through every step of your financial journey.
- Diploma in Financial Services - CII - 01/06/2012
- Long Term Care - CII - 01/08/2017
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.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
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.
