Jo Potts Financial Planning Limited
Partner Practice of St. James's Place Wealth Management
“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
“Jo Potts has provided excellent financial advice around my investment portfolio including pensions, ISAs and wealth management. Her professionalism, integrity and customer care alongside the ability to truly understand your individual needs make Jo an integral part to your long term planning. I would have no hesitation in recommending Jo.”
M C Brooksbank, Managing Director, Malvern
“Jo is definitely one of a kind! It’s very clear to see her dedication and passion for her work. However, what is unique about Jo is her friendly and down to earth approach. We always feel completely at ease and nothing is ever too much trouble! Her service and support is second to none and I would recommend her to anyone.”
G Bumfrey, Firefighter
“For someone who understands very little about “money matters”, Jo made it so simple to understand. Her very personalised and trustworthy advice and service makes her exceptional. I am recommending her not just to my friends but anyone I know.”
R Imtiaz, Doctor
“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 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, England.