Welcome to Jo Potts Financial Planning

Jo Potts Financial Planning Ltd realise that we all have individual needs and objectives so it is vitally important that we seek advice and solutions that are tailored specifically for us. Joanna Potts, Director


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“I have used Jo as my advisor for around 6 months now and in that time have found her advice and approach to my business to be excellent. I would recommend Jo to anyone.”
T Pearce, Accountant

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Jo Potts Financial Planning Limited is registered in England and Wales, Number 11963735. Registered Office: Suite 1a Shire Business Park, Wainwright Road, Worcester, Worcestershire, WR4 9FA.