Sam Teller is a seasoned financial professional with extensive experience in wealth management and independent financial advisory. Currently serving as a Wealth Management Partner at True Potential LLP since August 2022, Sam previously worked as an Independent Financial Advisor at Truly Independent Ltd from May 2020 to October 2022. Prior to that, a Financial Adviser role was held at Bluefish Financial Services Ltd from October 2011 to May 2020, and earlier experience includes advising on savings and investments at HBOS from August 2008 to October 2011. Sam also held the position of Director at O.K. Mortgages Ltd. from October 2004 to August 2008, specializing in mortgage advice and protection. Sam is recognized as a Pension Transfer Specialist and possesses qualifications from the Chartered Insurance Institute (CII) and the Institute of Financial Services (IFS).
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