True Potential Wealth Management

Restricted - Whole of Market  39 Alfriston Road, Worthing, West sussex, BN14 7QS
First meeting at adviser's own cost
Martin O'Brien's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 1st June 2020
Meet our advisers
Martin O'Brien CertPFS DipFA
Financial Adviser

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

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 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
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 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
About us

Martin O'Brien, as a partner in True Potential Wealth Management offers friendly and affordable advice at a pre-agreed cost. Martin has over 15 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.

Our services

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
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 1st June 2020

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