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Get in touch

Samuel Hartley

BSc (Hons), DipPFS

Financial Adviser with True Potential

Manchester, Greater Manchester
Headshot of Samuel Hartley

My journey in financial services began in 2016, when I started as an Administrator within a successful Independent Financial Advice practice. That experience gave me a solid understanding of the industry from the ground up. As I progressed into a Paraplanner role, I developed my technical knowledge and went on to qualify as a regulated Financial Planner in 2019.

Today, I’m proud to work with both corporate and individual clients, including business owners, directors, and high-net-worth individuals, as part of a dedicated team of three Financial Planners and one Administrator, with the support of True Potential behind us.

As part of my ongoing service, my clients benefit from detailed Cashflow Modelling...

This helps them see how much income they’ll need in retirement, how long their funds are likely to last, and most importantly, whether they can achieve the goals and lifestyle they’re aiming for.

I believe financial planning should be empowering and accessible. Whether you’re preparing for retirement, investing for the future, or facing complex financial decisions, I’m here to offer clear guidance and support every step of the way.

At True Potential Wealth Management, we combine cutting-edge technology with personal, face-to-face advice to create financial plans that are truly tailored to each client. My approach is built on professionalism, care, and a genuine commitment to helping you feel confident about your financial future.

I’m proud to be part of the award-winning True Potential Wealth Management, and I look forward to helping you on your financial journey.

Qualifications
  • CII Level 4 Diploma in Regulated Financial Planning - The Chartered Insurance Institute - 14/08/2019

My Services

Investment & Savings

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

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

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

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

My Team

Rose Miles

Financial Services Administrator & Client Servicing Manager

Rose has joined our team as a Financial Services Administrator, bringing a wealth of experience and a strong commitment to enhancing our client services. Her dedication to thorough administration and attentive client care makes her a valued member of our team...

Outside of work, Rose enjoys running, going to the gym, and spending time outdoors with our dog, Toby.

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

Find out more

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 provide innovative investments

£33 billion
Invested with over 550,000 clients

Find out more

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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

Find out more

Get Started

Get in touch

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 07544355022

How can I help you?

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Client testimonials

Pat

Sam instilled a confidence, that made me feel comfortable with him. He took me step by step through what I wanted to get from my investment, what all my options were, was extremely patient with all my questions of anything I didn’t understand.

John and Judith

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.

Margaret

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.

Susan

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.

Antony

The guidance and advice I received from Sam was professional and presented in a friendly manner that was understandable.

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