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
CertPFS (DM) - Certificate Personal Finance Society (PFS)
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
What our clients say
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 wanted them to really consider their pensions and take the subject seriously. We also wanted a scheme in place that was superior to the government suggested scheme to help our people save for their retirement.
Martin managed a number of open days and workshops and worked really closely with our staff across all our sites. Most importantly he made the topic simple to understand cutting through all the jargon and communicating with great hand outs and illustrations. He covered the subject at their level making them fully aware of their options and what it could mean for their future.
The result was amazing with more than double the take up on the company pension scheme than we expected. Martin is very easy to work with, open and focused. I would have no hesitation in recommending Martins services to anyone.
Mike Stephenson, Managing Director of International Logistics Group ltd
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 to achieve, which is great in this ever increasingly complicated area. I can just sit back with the knowledge that my investments are in safe hands.
David Butt, Angmering
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 small employer based pension pots.
Richard and Jane Dallaway, Brighton
Martin O'Brien, as a partner in True Potential Wealth Management offers friendly and affordable advice at a pre-agreed cost. Martin has over 20 years of financial services industry experience, specialising in Retirement Planning, Pensions advice, your Pension options at retirement and tax-efficient Investments. An initial meeting at your home or place of work, without cost or obligation, will give you the opportunity to discuss your current financial position, goals and priorities with Martin, who will explain the services we provide and the positive outcomes you 40 expect from working with us.
We explain Pensions and Investments in a clear and engaging way. If you are positioning your Pension Plans, Pension Scheme Benefits or Investments for retirement, or if you are being asked to make some key decisions around them, you need to understand all of your options. Only then can you make an informed choice and reach the most suitable outcomes. If you wish to prepare for retirement, make decisions at retirement, or review Pensions and Investments already in place, our adviser Martin O'Brien would be delighted to help.
Where to find us
Head office address: 39 Alfriston Road, Worthing, West Sussex, BN14 7QS
We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand
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