James Potter
Chartered Financial Planner
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
Contact details:
E: james.potter@lift-financial.com
M: 07918 214 939