Tony Martin

Financial Adviser with True Potential

Abridge, Essex

With over 35 years of experience in the Financial Services industry, I have been dedicated to providing personalised financial advice since 2008. My approach is client-focused, with first-class service and attentive client care at the core of everything I do. I take great pride in helping clients define their aspirations and goals, then developing tailored financial plans to protect what matters now while planning for the future.

With True Potential’s award-winning technology, I offer clear, transparent advice and seamless 24/7 online access to your full financial portfolio. This system empowers you to stay informed and confident, with all financial matters simplified in one accessible place...

True Potential consistently earns industry recognition for client-centric service, ensuring our clients receive the highest standard of care.

I typically meet clients in the comfort of their own homes, but alternative meeting locations can be arranged based on your preference. Remote meetings via Zoom or Teams are also available. Through this approach, I am confident in providing top-quality financial planning, investment diversity, and fund management at a highly competitive rate.

Please reach out to learn more about the exceptional value and service I can offer you.

Qualifications
  • R08 Pensions Update - Chartered Insurance Institute - 05/09/2018
  • Diploma in Investment Planning - Level 4 - ciobs - 24/02/2011
  • CEFA - Level 3 - ifs - 07/05/2009

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 2023

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Tell me your goals

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