Our Promise

When you become a client of ours, we want to outline what you can expect from us:

High quality expert advice – we have ensured our team are highly trained in every aspect of their role. Our financial planners have completed rigorous study and assessment before joining us. The training and development is then ongoing and constantly reviewed for every member of Potter Financial Partners.

Investing time to understand your unique circumstances - We love talking with our clients and really getting to understand their values, how they want to enjoy life and prepare for the future.

Each of our clients are different, and their aspirations can be diverse. Our primary focus is to ensure that what holds true significance to them remains at the core of everything we do.

We promise not to speak jargon to you and always explain each stage and concept clearly and simply.

Working together and keeping our clients well informed - We know that you are the most important part of our business. We are therefore focused, committed and driven by our desire to do the right thing and aim to deliver our best every day. Our aim is to be always up-to-date and well-informed, striving to be one step ahead of our clients needs.

We will be transparent about our process. There is never any restriction on the amount of time you can spend with us and we are always happy to discuss any queries our clients may have.

We also have a genuine interest in our local community and the issues and trends that impact or benefit local businesses so we also invest time and energy in building strong business networks, staying up to date with issues and keeping abreast of trends.

Strong foundations in St. James's Place - We are proud to be a Partner Practice of St. James's Place. Read more here.