Martin O'Brien - True Potential Wealth Management
Initial consultation free
Restricted
My passion is to help my clients increase their wealth, exceed their financial goals and have happy and fulfilled retirements. This ethos has always been at the heart of my business. I have specialisms in Defined Benefit and At Retirement advice.
We can advise you on
Clients
helped
99helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Martin O'Brien CertPFS DipFA
Financial Planner
What our clients say
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Mike Stephenson
Martin O'Brien was appointed by ILG in 2013 to help us get ahead of the upcoming change in pension legislation to auto enrolment and roll this out through 2014. We have quite a young workforce and...
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Richard and Jane Dallaway
Martin has helped us to understand our finances and our financial options. He is thorough and straight-forward in his approach. He has also shown tenacity in dealing with the consolidation of many...
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David Butt
I have been using Martin for my financial advice for nearly 10 years now. I have found his advice to be professional, he understands my goals, and most important I can understand what we are looking...
Contact us
+441
Compliance
Martin O'Brien is a Restricted Financial Adviser 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, critical illness and buildings, and contents from a range of insurers.
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