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.
If like many individuals you are serious about your financial future and would like to enjoy a bespoke service, then we would welcome the opportunity to see how we can work together to meet your financial needs.