Samuel Hartley

Samuel Hartley is a seasoned professional in wealth management and financial planning, currently serving as a Wealth Management Partner at True Potential LLP since July 2021. Prior to this role, Samuel worked as a Financial Planner at PH7 WEALTH MANAGEMENT LTD and as an Assistant Paraplanner at Sterling Wealth Ltd, where responsibilities included drafting suitability reports, processing investment transfers, and liaising with clients on Auto Enrolment duties. Samuel's educational background includes a Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a Bachelor of Science (BSc) in Sport & Exercise Science from Leeds Beckett University.