Joanna Potts
DipCII, Cert CII (MP&ER)
Jo Potts is the Director of Jo Potts Financial Planning Ltd and is responsible for meeting with clients and providing Wealth Management advice.
About
Jo has worked in Financial Services for over 30 years. Jo has achieved the “Diploma in Financial Planning”, awarded by the Chartered Institute of Insurance.
Prior to being invited to join the prestigious St. James's Place Partnership, Jo enjoyed a highly successful career with HSBC Bank Plc.
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.
