Response rating
7.0/10
FCA verified
20th March 2017

[email protected] Potential Wealth Management LLP

Independent Financial Adviser Suite 1, 2nd Floor, Lowgate House, Lowgate, Hull, E.Yorks, HU1 1EL
A local independent adviser with 23 years experience of helping clients achieve their ambitions. Martin Helstern DipPFS. Tel
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Martin Francis Helstern DipPFS
IFA partner
Where to find us
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: or phone us on:

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Martin Helstern is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810.
Investments - Independent Advice. We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.
Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

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