About us

Our philosophy focuses on providing a professional and bespoke service for our clients.   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.   We pride ourselves on the longevity of our existing client relationships and truly believe in guiding our clients through life's financial journey.   As a Partner Practice of St. James's Place Wealth Management, we are able to offer a complete service to clients in all aspects of financial planning including investment planning, inheritance tax planning, estate planning, mortgages, pensions planning and protection.

Testimonials

Item 1 of 5
We have invested a substantial amount of money with Jo, we felt throughout the process, she ensured we had the best deals, for present and future investment, only had our interests in mind, 100% trustworthy and would recommend her to any of my friends.
Debbie Jackson |Malvern
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

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.