James Potter
Trainee Financial Planner
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!