James Potter
Client Support Administrator

James Potter – Client Support Administrator

Joined LIFT-Financial in August 2018. 

Professional

I am a member of the Client Support Team and part of LIFT-Academy, I have a CII Diploma in Regulated Financial Planning. My role is focussed on supporting Jonathan Halsall and Dan Cockayne, two of our Chartered Financial Planners.

Personal

Who or what gives you a lift?
Travel, football, dining and socialising with friends & family.
Your 3 famous dinner guests of choice?
Sir Alex Ferguson, Steve Coogan, James Martin.
Favourite city?
So far, New York, but to be honest any Italian city usually ticks all the boxes!

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies