About Joanna Potts

Joanna Potts

DipCII

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.

Testimonials

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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.