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  11. [email protected] Potential Wealth Management LLP

[email protected] Potential Wealth Management LLP

Independent Financial Adviser  Suite 1, Hull, East riding of yorkshire, HU1 1EL
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FCA authorised
Last authorised 30th March 2020
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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
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)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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