Tony Martin - Dip CII

Wealth Management Partner at True Potential LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Romford, England, United Kingdom, UK
Skills

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Bio

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Credentials

  • Body Language for Leaders
    LinkedIn
    Jun, 2020
    - Nov, 2024

Experience

  • True Potential LLP
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Partner
      • Jan 2017 - Present

      I am now a Wealth Management Partner at True Potential LLP. I am able to help clients with their Investment, Pension and Protection needs. I place customer service at the heart of what I do and enjoy helping customers put into perspective what is important to help them achieve their aspirations with their investments, plan for the future with their pensions and also to protect what's important to them now with access to whole of market protection options. Please visit my webpage - www.tonymartin.tpllp.com for more information and contact details.Recruiters - Please note that I am not interested in employed roles or switching platforms. Show less

    • Investment Manager
      • Jun 2016 - Dec 2016

      I am a Financial Adviser offering advice on Investments & Pensions. Please visit my Adviser Webpage at True Potential - http://tonymartin.tpllp.com for more information and contact details.

  • BNI Global
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • BNI Member - Apollo (East London)
      • May 2017 - Present

      I am currently a member of BNI Apollo, a successful Networking Group based in Barkingside, East London. The group is made up with a host of different types business owners - from Massage therapists to Electricians - all motivated to help each other grow. No matter what the job, I can most likely introduce you to someone who may be able to help. We are also looking to grow our group, so if you know of self employed business owners who want to grow their business around the London East area, please message me direct. Show less

  • NatWest Bank
    • Banking
    • 700 & Above Employee
    • Specialist Financial Advice Manager
      • Jun 2011 - Jun 2016

      As a Financial Planning Manager, I dealt with the Retail Bank client offering Investment & Protection solutions. As the role developed into the Specialist Financial Advice Role, this was targeted at higher net worth clients in the Private channel, where I tailored Investment, Pension, Protection & Inheritance Tax Planning to these individuals as well as the review and servicing of existing portfolio's. As a Financial Planning Manager, I dealt with the Retail Bank client offering Investment & Protection solutions. As the role developed into the Specialist Financial Advice Role, this was targeted at higher net worth clients in the Private channel, where I tailored Investment, Pension, Protection & Inheritance Tax Planning to these individuals as well as the review and servicing of existing portfolio's.

  • Barclays Wealth Management
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Financial Planning Manager
      • Nov 2007 - Jun 2011

      Sale of Regulated Investments, Pensions and Protection solutions to the personal retail market. Sale of Regulated Investments, Pensions and Protection solutions to the personal retail market.

  • Barclays Bank UK PLC
    • United Kingdom
    • Banking
    • 1 - 100 Employee
    • Branch Retail Staff
      • Oct 1984 - Nov 2007

      I started my career at Barclays at age 18, working through a range of various roles in back office, cashiering, foreign, lending, sales and then onto becoming a branch manager. In 2007, I studied for my Financial Adviser exams in my own time, before being accepted onto the internal Barclays Financial Planning team to start my career as a financial adviser. I started my career at Barclays at age 18, working through a range of various roles in back office, cashiering, foreign, lending, sales and then onto becoming a branch manager. In 2007, I studied for my Financial Adviser exams in my own time, before being accepted onto the internal Barclays Financial Planning team to start my career as a financial adviser.

Education

  • Bishop Stopfords School - Enfield
    1977 - 1984

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