Martin Allen

DipFA

Financial Adviser with True Potential

Plymouth, Devon

I hold a Level 4 Diploma in providing financial advice from The London Institute of Banking and Finance.

As a financial adviser and a Wealth Management Partner at True Potential, I bring over 30 years of experienced specialist pension and investment advice. I'm also a trustee of the Clemas Trust and enjoy supporting grassroots sports in Plymouth and the surrounding areas. Having been a director of a semi-professional football club, I continue to follow local and national football and rugby with great enthusiasm.

I find pleasure in the long walks that come with playing golf and enjoy both football and golf in my free time.

Our team includes Seb, our practice manager and a talented musician in a band...

Finally, I’m proud to support Alex, a paraplanner who has been with us since 2021. He earned his diploma in financial planning through our company and is a key part of our team.

Qualifications
  • Level 4 Diploma for Financial Advisers - London Institute of Banking - 07/10/2010

My Services

My Team

Why True Potential?

We are award winning

Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We are award winning

19 awards
19 industry awards won in 2024

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We provide innovative investments

Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.

We provide innovative investments

£34 billion
Invested with over 550,000 clients

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We build revolutionary technology

Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

How can I help you?

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