Martin Potter

DipFA

I have over 25 years of experience in the financial services industry providing tailored advice to many clients during this time as well as coaching, leading and supporting Financial Services Teams. I work with individuals and business owners from all backgrounds, supporting them towards their life and business goals, and empowering them to take control of the things that really matter to them.

About

I believe quality financial advice should be available to everyone and I am extremely passionate about providing this for our clients and their families. I do this by focusing on their life plans rather than financial products. I have ensured that I have specialists in each role to fully support our client, whether it’s the administration, compliance or delivering of the advice.

I live near Ware, Hertfordshire with my wife Lucy and our two teenage children. I like to stay fit and have a huge passion for playing and watching most sports.

Testimonials

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From the moment I met Martin he put my mind at rest, really listened to what we were trying to get out of the service and adapted his style and offering completely around what we wanted and needed for our lifestyle and future planning.  He was warm, kind and approachable from the very beginning. ...

Jack Shulman| Director, Borehamwood

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.

Potter Financial Partners Ltd is registered in England and Wales, Number 13786582. Registered Office: The Home Office Pennyroyal Court, Station Road, Tring, HP23 5QY.