
Sam Hartley - True Potential Wealth Management
Initial consultation free
Restricted
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, we project your income, expenses, and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
We can advise you on
Clients
helped
helped
362
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£0+
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
mp
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 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!
mk
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 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!
sc
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 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.
jj
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 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.
Compliance
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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This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.