Martin Amer - True Potential Wealth Management

Restricted - Whole of Market  4 Altree Grange, Sunderland, SR5 1QG
First meeting at adviser's own cost
My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Unit trusts
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Lump sum
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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
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Corporate pension
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Group Pension/Stakeholder
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Martin Amer Dip FA
Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

What our clients say
What were the circumstances that caused you to look for a financial adviser? I needed fanacial advice relating to Investments isas and mortgages etc How did Martin Amer help you? Martin provided me with 1st class advice in a very professional manner and has provided on going support. he is alway a phone call away Have you seen the outcome you were hoping for? Martin has exceeded my expectations and has over delivered on performances .I have recommended martin to friend and family and thay have been delighted with his advice What could they have done better? Nothing I can think of
Gary, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Had some funds and wanted to invest How did Martin Amer help you? Helped me find an investment that was suited to my needs Have you seen the outcome you were hoping for? Yes investment is doing really well very pleased with performance and growth What could they have done better? Nothing really everything was done professionally
Ronnie, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Financial advice regarding an old shipyard pension. How did Martin Amer help you? I had an old existing pension that I’d just let run. Martin explained what options were available, and didn’t try to bamboozle me, and gave excellent advice in layman’s terms. Have you seen the outcome you were hoping for? Up until now everything seems to be fine. What could they have done better? Martin is very approachable and professional at the same time. I never felt pressured at any time, and was left to make my own mind up, following the advice he gave me.
Michael, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I worked for the NHS for 23 year and at 59 was given the option of voluntary redundancy from work therefore I was looking for investment and pension advice. How did Martin Amer help you? Martin gave independent and impartial advice explaining all options open to me with the advantages and disadvantages of all the options available based on what hopes and expectations for the future were. Have you seen the outcome you were hoping for? It is 5 year since I took advice from Martin and I have absolutely no problems or issues with the advice given and the actions I chose after our discussions All my investments are performing satisfactorily. What could they have done better? I am unable to think of anything, Martin spent a lot of time going through all available options explaining any queries I had or areas I did not understand
Harry, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Investment, Mortgage and Inheritance Tax advice. How did Martin Amer help you? Recommended by a work colleague. Provided excellent advice on how to maximise our savings. Explained how to minimise Inheritance Tax. Is always happy to visit our home to discuss issues and responds quickly to queries on email or over the phone. Have you seen the outcome you were hoping for? Definitely! We have seen our investments grow over the past few years. What could they have done better? N/A
Sue, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I needed assistance with my workplace pension How did Martin Amer help you? Martin gave me all the options at my disposal and was friendly and helpful throughout Have you seen the outcome you were hoping for? Process has only just started but I am very happy so far What could they have done better? Nothing. He was excellent.
Cerina, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Retirement plans. How did Martin Amer help you? Martin was excellent and extremely knowledgeable he sorted out my pension and gave advice on how I could get the best income. Have you seen the outcome you were hoping for? Yes very much so. What could they have done better? Nothing springs to mind Martin is always there when I need advice
Karen, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I wanted a financial adviser to take a look at my TSB pension from a previous job. I also needed life insurance. How did Martin Amer help you? Sorted life insurance & moved my pension. Martin looked at my retirement needs and came up with a solution I was happy with. I have been very happy with how much my pension has grown since i transferred it. Have you seen the outcome you were hoping for? Yes I have been happy so far. What could they have done better? No he was excellent and I even referred him to my colleagues who have been as equally impressed with him.
Maxine, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Looking for medium risk investment options to save for retirement. How did Martin Amer help you? Offered all the options , explained them well and efficiently set up the option chosen . Full and ongoing support given by Martin . Have you seen the outcome you were hoping for? Yes very pleased with the performance of the investment. What could they have done better? Nothing he was always available and quick to respond to queries which is very important.
Marisa, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Transfer of pension from Barclays. How did Martin Amer help you? Recommended by a couple of colleagues who rated him really highly. Have you seen the outcome you were hoping for? Yes, my Pension is increasing and I can monitor via my App. What could they have done better? Nothing - Martin was professional, Friendly, Knowledgeable - no pressure whatsoever
Julie, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I needed money from my pension released to pay off my mortgage How did Martin Amer help you? Martin released my pension and I was able to pay off my mortgage and set up an investment with the rest Have you seen the outcome you were hoping for? Martin asked me my goals and he set about sorting it out for me exactly as I'd hoped. He done this quickly and without using financial jargon. What could they have done better? Martin done all I asked so there's nothing I could say he could of done better. He was very professional and very friendly and most importantly he was contactable at any hour
Billy, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Needed investment advice after being made redundant. How did Martin Amer help you? He understood my needs and was a very good listener. Have you seen the outcome you were hoping for? Yes the growth over the last 6 years has been exceptional and I like my True Potential website. What could they have done better? Nothing at all. Keep doing what you are doing Martin.
Carol, Verified VouchedFor Review
About us

I pride myself on offering straightforward and transparent advice, in a simple and convenient way, giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals. I will be there with you every step of the way, as part of my on-going service, and will be available for advice as and when you need me.

Planning for the financial future is more than just looking at numbers; To me, it’s the people and dreams behind the figures, that matter the most. Your needs and aspirations will be at the heart of our discussions.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Our services

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial affairs from pension planning, including a first-class, compliance led Defined Benefit service, retirement planning and investments, including tax efficiency and estate planning.

For more than 16 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma for Financial Advisers, I became a Level 4 qualified adviser and have pursued professional courses from the Institute of Financial Services. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training. You can be sure that you are in safe and trusted hands.

Where to find us
Head office address: 4 Altree Grange, Fulwell, Sunderland, SR5 1QG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Martin Amer 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. Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

Response rating
10/10
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FCA authorised
Last authorised 13th September 2021

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