Philip Potter
CeMAP DipFA CeRER
I understand the value of delivering on promises and that the best relationships are those that last over time. By providing solutions that help clients meet their personal goals and aspirations I have grown a reputation as a trusted partner for my clients and their families.
About
I have enjoyed a career in financial services of over 25 years in which time I have grown a broad and comprehensive knowledge of the industry and its subjects.
My career has included roles as an adviser, manager and leader across many market areas in which I have built a reputation of helping clients with integrity by taking an honest and consultative approach to advice.
These values are matched by St. James's Place. As Director of an Associate Partner Practice I am proud to be working with an industry leader in providing high class services and products to my clients.
I support clients across London and the home counties and am proud to have built our business through the recommendations of our clients.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
