Sam Hartley - True Potential Wealth Management

Restricted - Whole of Market  Arkwright House, MANCHESTER, M3 2LF
First meeting at adviser's own cost
Experienced financial adviser looking to help you realise your goals and ambitions through specific, tailored financial planning for personal clients, business owners and company directors.
We can advise you on
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Annuity purchase
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Defined benefit
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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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Group Pension/Stakeholder
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
10/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Sam Hartley BSc (Hons) DipPFS
Wealth Management Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

What our clients say
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? Answer is yes!
Mark P, Bury
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. This is now in place after just a few weeks and I look forward to seeing how the portfolio fares over the coming months and years. I would have no hesitation in recommending you to future clients. Thanks Sam and keep up the good work!
Margaret K, Timperley
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.
Susan C, Altrincham
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.
John & Judith D, Warrington
About us

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 6 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 aims to 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.

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

Our services

We recognise that our client's goals and ambitions vary tremendously. That's why we provide a range of options to suit your requirements and offer multiple service propositions, including our face to face advice process or our online advice process - whichever you would prefer, tailored to you.

Our advice processes are designed to be as streamlined and as frictionless as possible to ensure you get the most out of the experience. You will receive regular updates on the progress of the case, until we meet once again to discuss the advice recommendation in detail, incorporating Cashflow Planning if applicable.

We endeavour to build long lasting relationships with our clients, to work alongside you into the future, ensuring the initial advice remains suitable and relevant.

Where to find us
Head office address: Arkwright House, Parsonage Gardens, MANCHESTER, M3 2LF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

True Potential Wealth Management is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered in England and Wales as a Limited Liability Partnership No OC356611.

Response rating
10/10
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FCA authorised
Last authorised 15th August 2022

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