0161 300 0019
Based in Manchester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Samuel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Samuel's status
Last checked: 06 May 2025
Samuel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Samuel's status
11
Recent Client Reviews
Samuel has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Samuel has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Samuel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Samuel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Samuel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Samuel has provided information on their typical fees
Samuel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Samuel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Samuel's status
Last checked: 06 May 2025
Samuel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Samuel's status
11
Recent Client Reviews
Samuel has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Samuel has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Samuel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Samuel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Samuel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Samuel has provided information on their typical fees
Samuel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
My journey in financial services began in 2016 as an Administrator within a successful Independent Financial Adviser practice. This foundation provided me with a deep understanding of the industry from the ground up. As I progressed to become a Paraplanner, I honed my technical expertise, qualifying as a regulated Financial Planner in 2019. Today, I proudly serve both individual and corporate clients, including business owners, directors, and high-net-worth individuals, as part of a team consisting of three Financial Planners and one Administrator. My clients benefit from detailed Cashflow Modelling, which gives them an understanding of how much money they require in retirement, how long their funds will last and, importantly, whether they can go and achieve the goals and ambitions they aspire to achieve. I believe that financial planning should be both empowering and accessible. Whether you're planning for retirement, investing for the future, or navigating complex financial decisions, I am here to provide the expertise and support you need every step of the way. At True Potential Wealth Management, we combine cutting-edge technology with personalised, face-to-face advice, ensuring that every financial plan we create is unique. My approach is grounded in professionalism, care, and a genuine commitment to helping you achieve your financial goals with confidence. I am proud to be associated with the award winning True Potential Wealth Management and I look forward to joining you on your financial journey.
Offers available through VouchedFor
Contact Samuel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Samuel's clients
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers 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. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.