Samuel Hull-Saldanha - Financial Adviser

As a Wealth Management partner of True Potential my aim is to put you in an informed position to ensure that you are more confident, less worried and better prepared to meet your financial goals. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones. I can work with you every step of the way. It’s about living for today while planning for tomorrow.

Every client’s circumstances and financial needs are different. I take the time to understand your circumstances so that together we can put in place a plan to ensure you are able to maintain your desired lifestyle now and in retirement without the fear of running out of money.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing aspects of your financial wellbeing such as investments and insurance, while offering exclusive opportunities.

Through the use of True Potentials award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 15 years, I’ve been helping individuals and families reach their financial goals. I have worked for companies such as Prudential, Santander and AEGON building up a wealth of knowledge and experience continually enhancing my knowledge and expertise through industry events and formal training.

I have a young family that keep me very busy, especially at weekends. When I do get spare time I like to keep active, I’m a member of Gracie Barra Jiu-jitsu, have a black belt in Judo and enjoy going to the gym and playing football on a weekly basis.

Samuel Hull-Saldanha Financial Adviser

Areas Served

  • North England
  • North West England
  • North Wales

Samuel Hull-Saldanha - Financial Adviser

Samuel Hull-Saldanha - Financial Adviser

As a Wealth Management partner of True Potential my aim is to put you in an informed position to ensure that you are more confident, less worried and better prepared to meet your financial goals. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones. I can work with you every step of the way. It’s about living for today while planning for tomorrow.

Every client’s circumstances and financial needs are different. I take the time to understand your circumstances so that together we can put in place a plan to ensure you are able to maintain your desired lifestyle now and in retirement without the fear of running out of money.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing aspects of your financial wellbeing such as investments and insurance, while offering exclusive opportunities.

Through the use of True Potentials award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 15 years, I’ve been helping individuals and families reach their financial goals. I have worked for companies such as Prudential, Santander and AEGON building up a wealth of knowledge and experience continually enhancing my knowledge and expertise through industry events and formal training.

I have a young family that keep me very busy, especially at weekends. When I do get spare time I like to keep active, I’m a member of Gracie Barra Jiu-jitsu, have a black belt in Judo and enjoy going to the gym and playing football on a weekly basis.

Areas Served

  • North England
  • North West England
  • North Wales

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.