James Potter
Trainee Financial Planner

James Potter – Trainee Financial Planner

Joined LIFT-Financial in August 2018. 


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.


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!

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