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James Potter

Chartered Financial Planner

James Potter
I cannot recommend James Potter and his team highly enough. Initially I was dubious about using an independent financial advisor as the costs seemed so high. Thank goodness I did as they got me a deal well in excess of what I could achieve independently. I was updated regularly and they took care of all the paperwork and processes involved in getting multiple pots consolidated. They then negotiated the best deal with an annuity provider which we had agreed was the best option for me. These guys are professional, courteous and very knowledgeable and I'm so glad I found them.
By D.W
James has provided a great service to me and their financial advice has been invaluable.
By Daniel M
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Joined LIFT-Financial in August 2018.

Professional:

I provide strategic planning solutions to successful individuals and their families. My initial advice stage involves a discovery meeting where we establish your values and what is important to you. This allows me to discover what you are looking to achieve and talk through any concerns or fears you may have.

I then work on preparing a robust financial plan tailored to your circumstances. This is underpinned by financial modelling where we take a holistic view from the outset. Here we can see how the financial decisions you make now will play out in the long run, e.g. are you saving enough for retirement, or are your assets invested with the right level of risk. This helps us best decide the best savings & investment strategy for you.

Once the plan is up and running, we work closely to ensure you remain on track with your goals. This is as your life and circumstances change over time.

As a Chartered Financial Planner, I hold the “gold standard” qualification in our noble industry. This enables me to demonstrate a professional commitment to high standards and provides my clients with the confidence that they can expect the highest quality of advice, service and support.

Initial meetings are held at our expense. Please find a link to my diary below if you wish to arrange a meeting:

https://calendly.com/jamespotterlift/lift-financial-121-meeting

What gives you a LIFT?

Outside of work I enjoy seeing friends, spending time with family and my son Oliver.

Contact details:

E: james.potter@lift-financial.com

M: 07918214939