Wealth Management Partner
Current
Aug 2022 - Present
AeroLeads people directory · profile
Sam Teller Email & Phone Number
Wealth Management Partner
at
True Potential LLP
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Management Partner
Location
Bristol, England, United Kingdom
Company size
Who is Sam Teller? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sam Teller is listed as Wealth Management Partner at True Potential LLP, a with 619 employees, based in Bristol, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sam Teller.
Sam Teller previously worked as Independent Financial Advisor at Truly Independent Ltd and Financial Adviser at Bluefish Financial Services Ltd.. Sam Teller holds Financial Planning And Services from Chartered Insurance Institute (Cii), Institute Of Financial Services (Ifs).
Company email context
Email format at True Potential LLP
This section adds company-level context without repeating Sam Teller's masked contact details.
True Potential LLP
Review company-level records connected to Sam Teller before choosing the right outreach path.
Profile bio
About Sam Teller
I have worked in Financial Services for over 20 years in a variety of roles. I run a Financial Planning & Advice business which allows clients to receive advice on the best Financial Solutions for their needs, whether this be individuals, couples or corporate clients.I aim to grow the business naturally through referral and recommendation ensuring that we put our clients at the forefront of the advice process. Building trust in our recommendations, our service and our commitment to our clients over the coming years. The company specialises in Pensions, Investments, Equity Release and Protection.We have Group solutions for companies including help and advice on Auto Enrolment and Group Protection.Assisting people towards finding financial contentment.
Listed skills include Investments, Financial Services, Pensions, Financial Planning, and 45 others.
Current workplace
Sam Teller's current company
Company context helps verify the profile and gives searchers a useful next step.
True Potential Llp
5 roles
Sam Teller work experience
A career timeline built from the work history available for this profile.
Independent Financial Advisor
May 2020 - Oct 2022
Financial Adviser
Bluefish Financial Services Ltd.
Independent Financial AdviserPensions - Investments - ProtectionPension Transfer Specialist.
Oct 2011 - May 2020
Aug 2008 - Oct 2011
Director
O.K. Mortgages Ltd.
Independent Mortgage Advice, protection.
Oct 2004 - Aug 2008
Team & coworkers
Colleagues at True Potential LLP
Other employees you can reach at tpllp.com. View company contacts for 619 employees →
AR
Anthony Redhead Dippfs
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
View →
AM
Angie Mc Cafferty
Colleague at True Potential LlpBelfast Metropolitan Area, United Kingdom
View →
SH
Sara Hicks
Colleague at True Potential LlpSaundersfoot, Wales, United Kingdom
View →
ER
Emma Rees
Colleague at True Potential LlpGreater Cardiff Area, United Kingdom
View →
MC
Michael Curphey
Colleague at True Potential LlpGreater Southampton Area, United Kingdom
View →
JC
Jon Carter
Colleague at True Potential LlpEdinburgh, Scotland, United Kingdom
View →
DB
Donovan Burger
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
View →
PB
Paul Byrne
Colleague at True Potential LlpBirkenhead, England, United Kingdom
View →
SD
Sean Dawson
Colleague at True Potential LlpDurham, England, United Kingdom
View →
AS
Alex Shang-Simpson Dipfa
Colleague at True Potential LlpGreater London, England, United Kingdom
View →
Anthony Redhead Dippfs
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
View →
AM
Angie Mc Cafferty
Colleague at True Potential LlpBelfast Metropolitan Area, United Kingdom
View →
SH
Sara Hicks
Colleague at True Potential LlpSaundersfoot, Wales, United Kingdom
View →
ER
Emma Rees
Colleague at True Potential LlpGreater Cardiff Area, United Kingdom
View →
MC
Michael Curphey
Colleague at True Potential LlpGreater Southampton Area, United Kingdom
View →
JC
Jon Carter
Colleague at True Potential LlpEdinburgh, Scotland, United Kingdom
View →
DB
Donovan Burger
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
View →
PB
Paul Byrne
Colleague at True Potential LlpBirkenhead, England, United Kingdom
View →
SD
Sean Dawson
Colleague at True Potential LlpDurham, England, United Kingdom
View →
AS
Alex Shang-Simpson Dipfa
Colleague at True Potential LlpGreater London, England, United Kingdom
View →
1 education record
Sam Teller education
-
Chartered Insurance Institute (Cii), Institute Of Financial Services (Ifs)
FAQ
Frequently asked questions about Sam Teller
Quick answers generated from the profile data available on this page.
What company does Sam Teller work for?
Sam Teller works for True Potential LLP.
What is Sam Teller's role at True Potential LLP?
Sam Teller is listed as Wealth Management Partner at True Potential LLP.
Where is Sam Teller based?
Sam Teller is based in Bristol, England, United Kingdom while working with True Potential LLP.
What companies has Sam Teller worked for?
Sam Teller has worked for True Potential Llp, Truly Independent Ltd, Bluefish Financial Services Ltd., Hbos, and O.K. Mortgages Ltd..
Who are Sam Teller's colleagues at True Potential LLP?
Sam Teller's colleagues at True Potential LLP include Anthony Redhead Dippfs, Angie Mc Cafferty, Sara Hicks, Emma Rees, and Michael Curphey.
How can I contact Sam Teller?
You can use AeroLeads to view verified contact signals for Sam Teller at True Potential LLP, including work email, phone, and LinkedIn data when available.
What schools did Sam Teller attend?
Sam Teller holds Financial Planning And Services from Chartered Insurance Institute (Cii), Institute Of Financial Services (Ifs).
What skills is Sam Teller known for?
Sam Teller is listed with skills including Investments, Financial Services, Pensions, Financial Planning, Wealth Management, Savings, Retirement Planning, and Protection.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Sam Teller you were looking for.
View similar profiles
