Sam Teller
Financial Adviser with True Potential
With over 20 years of experience in financial services, I specialise in providing tailored advice on pensions, investments, and retirement planning to individuals and businesses across the South West of England. As a Wealth Management Partner at True Potential Wealth Management, I am dedicated to helping my clients build, protect, and preserve their wealth through strategic, personalised planning.
I take pride in my commitment to delivering clear and transparent advice, ensuring that my clients feel confident in every financial decision they make.
In my spare time, I enjoy walking my dogs with my family and enjoying nature...
I am actively involved with a local Scout group - the 252 Bristol Scouts having been the chair of trustess for a number of years. I am helping the group fundraise towards building a new Scout Hall to benefit current and future members over the coming years. We regularly host fundraising events and attend the "Party in the Ponds" community festival each year with our burger and hotdog stall, all proceeds go towards the Hall fund.
With a client-first approach and a passion for helping people achieve financial security, I am here to guide you through every step of your financial journey.
- Equity Release Solutions - LIBF - 09/05/2019
- Fundamentals of Equity Release - LIBF - 09/05/2019
- Pension Transfers - LIBF - 04/09/2015
- Long Term Care - LIBF - 30/07/2014
- Advanced Financial Advice - LIBF - 02/12/2011
- Financial Services, Regulation & Ethics - LIBF - 28/04/2011
- CeMap Bridge - LIBF - 24/06/2002
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
