Potter Financial Partners
Financial planning and wealth management advice for individuals, families and businesses in Tring and Hertfordshire
Highlights
- Young companyFounded 2021
- New on EvolcAdded 2026-11-11
About Potter Financial Partners
Potter Financial Partners provides financial planning and wealth management advice, including pension planning, business-related advice, protection and savings planning. It can connect clients with specialists for wills, tax, legal advice, specialist insurance and corporate lending.
The family-run practice serves individuals, families and businesses through ongoing client relationships and face-to-face reviews. It operates as an appointed representative of St. James's Place Wealth Management plc and advises on that group's wealth management products and services.
The company is based in Tring, Hertfordshire, and was founded in 2021.
Product: Financial planning and wealth management advice, with access to specialist providers for related planning services.
Jobs at Potter Financial Partners
Leadership
- Martin Potter · Managing DirectorSource: company website
- Betty Mwangi · Head of Client RelationsSource: company website
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