Samuel Hartley - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, winners at the European Business Awards 2016/2017 & 2017/2018 and part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.

Gaining over 5 years industry experience as an Administrator and Paraplanner within the back office of independent advice practices, I qualified as a Financial Adviser in August 2019. Adopting a client centred approach to financial planning, I aim to deliver clear-cut, jargon-free advice which will provide stability and security, whilst also ensuring that my clients realise their goals and ambitions, whether that be for individuals or corporate clients.

Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with 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.

With over 16,000 investment options available, including a complete range of risk-rated strategies from leading fund managers; and a fully integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs.

I am extremely excited and proud to be associated with the award winning True Potential Wealth Management LLP and I look forward to joining you on your financial journey.

Samuel Hartley Financial Adviser

Areas Served

  • North West England

Samuel Hartley - Financial Adviser

Samuel Hartley - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, winners at the European Business Awards 2016/2017 & 2017/2018 and part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.

Gaining over 5 years industry experience as an Administrator and Paraplanner within the back office of independent advice practices, I qualified as a Financial Adviser in August 2019. Adopting a client centred approach to financial planning, I aim to deliver clear-cut, jargon-free advice which will provide stability and security, whilst also ensuring that my clients realise their goals and ambitions, whether that be for individuals or corporate clients.

Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with 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.

With over 16,000 investment options available, including a complete range of risk-rated strategies from leading fund managers; and a fully integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs.

I am extremely excited and proud to be associated with the award winning True Potential Wealth Management LLP and I look forward to joining you on your financial journey.

Areas Served

  • North West England

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Samuel Hartley - Financial Adviser

"I have had many pensions, in many places, for many years but I'm pleased to say that this is not the case anymore. Now, with the help of Sam and his professional, friendly, and honest review, I now have one pension in the one place where it will do the best for me. I must thank Sam for not only discussing the pensions and his advice in terms that I could understand, but also for being on the end of the phone if I have any questions. I must also commend Sam as his knowledge and confidence when dealing with other people's money and future is simply put, second to none. I understood everything that Sam discussed and was very pleased to receive a very thorough report of what we had discussed that left me in no mind that I have invested my money, not only with the right company, but also with the right individual. Sam operates with the utmost professionalism and genuinely cares about getting the best for his clients. Would I recommend Sam and his services to my colleagues? Simple answer is - in a heartbeat!"

My clients say...

Samuel Hartley - Financial Adviser

"We contacted Sam to give us advice on my Wife’s pension options and general financial guidance. He was very professional and explained everything in plain English. He then guided us through taking the next steps to securing a financial package with no problems. Sam is there when needed and I would have no hesitation in recommending his services. "

My clients say...

Samuel Hartley - Financial Adviser

"I wanted to write a short note of thanks and appreciation for the excellent service and guidance you have provided in the short time we’ve been working together on my financial management. As you know I’d been looking for a new financial advisor for over a year but was finding it hard to find someone with whom I had both a rapport and also felt that their advice would be reliable and trustworthy. I’m really glad I came across you on Unbiased and am really pleased with everything we’ve achieved so far. In a short space of time, I have achieved my financial goals of (a) understanding my current financial position and (b) being able to look at some financial modelling for potential future scenarios. I would have no hesitation in recommending you to future clients. Thanks Sam and keep up the good work! "

My clients say...

Samuel Hartley - Financial Adviser

"Having found TP through my company retirement information I had a very good introductory first home visit with Sam Hartley – to discuss my future retirement and possible investment options. We had a very informative first meeting and we agreed on a second visit where my long-term position was explained very efficiently with supporting paperwork, information and investment suggestions for my future. The GIA and ISA recommendations were explained in depth, and my future feels secure. The process was very efficient and the TP website is very easy to navigate. I feel that if I have any questions or want to discuss any other options I can always contact Sam – he is only a phone call away. "