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, 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, pension planning and protection.

Your home may be repossessed if you do not keep up repayments on your mortgage.