1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Yorkshire And The Humber
  6. breadcrumb-arrow
  7. East Riding Of Yorkshire
  8. breadcrumb-arrow
  9. Hull
  10. breadcrumb-arrow
  11. [email protected] Potential Wealth Management LLP

[email protected] Potential Wealth Management LLP

Independent Financial Adviser  Suite 1, Hull, E.Yorks, HU1 1EL
check
FCA authorised
Last authorised 18th October 2021
A local independent adviser with 23 years experience of helping clients achieve their ambitions. Martin Helstern DipPFS. Tel <phone number hidden>
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MR Martin Francis Helstern DipPFS
IFA partner
About us

I am an independent financial adviser offering clients a jargon free service and a free initial meeting. True Potential offer clear, transparent and affordable financial advice. As a large firm we are able to harness the latest technologies and have the size to develop our class leading propositions. We take pride in delivering a highly personalised service by really getting to know individual needs and requirements. If you require advice or would like to get in touch with us please email us at: <email address hidden> or phone us on: <phone number hidden>

Our services

We recognise that our client’s needs and objectives vary enormously. That’s why we offer a range of services designed to suit your requirements, with the aim of bringing your future plans and aspirations to fruition. Our friendly and approachable staff take the time to get to know your needs, and ensure that any plans put in place are ideally suited to your requirements. We endeavour to build a long term relationship with our clients and offer a choice of ongoing services in order to keep all plans on track.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Suite 1, 2nd Floor, Lowgate House, Lowgate, Hull, E.Yorks, HU1 1EL

Similar advisers near you

AFH Wealth Management LTD
Independent Financial Adviser 0.29 mi
Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
 
See profile
KW Wealth Planning Ltd
Restricted - whole of market 0.49 mi
We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
 
See profile
Lairgate Financial
Independent Financial Adviser 1.03 mi
Remember, you are the client - you decide how you want to be advised!
 
See profile
Humboldt Financial
Independent Financial Adviser 1.88 mi
We do more financial planning in 2 hours, than most do in 7 years
 
See profile