Sam Hartley - True Potential Wealth Management

Initial consultation free
Experienced Financial Planner, with expertise in helping clients in such areas as Pension and Retirement Planning, including Defined Benefit and Defined Contribution Pension Transfers, Pension and Divorce cases and various investment structures.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Sam Hartley BSc (Hons) DipPFS
Wealth Management Partner
Mr Nick Cassidy
Financial Planner & Wealth Partner

What our clients say

Mark P
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...
Susan C
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...
David K
What were the circumstances that caused you to initially look for an adviser? I had two frozen company pension schemes that I wanted to draw down How has Samuel Hartley helped you? Sam was...
Margaret K
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...
John & Judith D
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...
Susan W
What were the circumstances that caused you to initially look for an adviser? Starting my private pension How has Samuel Hartley helped you? Sam has helped me to be able to start my private...


Sam Hartley is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX.
True Potential Wealth Management is a Limited Liability Partnership. OC356611.
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest.
Past performance is not a guide to future performance.

Tax rules can change at any time. 

Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

Legal information

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