James Potter
Chartered Financial Planner
Joined LIFT-Financial in August 2018.
Professional
I graduated from the University of Manchester with an Honours Degree, and upon wishing to pursue a career within Financial Planning I joined LIFT-Financial. I have since worked my way through the company as part of the LIFT-Academy which has seen me complete many professional exams to reach Chartered Financial Planner status.
I enjoy working with my clients to help establish their financial goals and objectives. This is underpinned through cash flow planning which allows us to take a holistic view from the outset.
As with the other Financial Planners at LIFT-Financial, I work on a transparent and fixed-fee basis.
Personal
- Who or what gives you a lift?
- Spending time with my family; wife and son (Oliver).
- Your 3 famous dinner guests of choice?
- Sir Alex Ferguson, Denzel Washington & Leonardo DiCaprio
- Favourite city?
- So far, New York, but to be honest any Italian city usually ticks all the boxes!