Director Of Jo Potts Financial Planning Ltd, Partner Practice Of St. James'S Place Wealth Management
Current
Jo Potts Financial Planning Ltd
Dec 2019 - Present
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Jo Potts Email & Phone Number
Director of Jo Potts Financial Planning Ltd, Partner Practice of St. James's Place Wealth Management
at
St. James's Place Wealth Management
1 work email found
@hsbc.com
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✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Jo Potts Financial Planning Ltd, Partner Practice of St. James's Place Wealth Management
Location
Worcester, England, United Kingdom
Who is Jo Potts? Overview
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Quick answer
Jo Potts is listed as Director of Jo Potts Financial Planning Ltd, Partner Practice of St. James's Place Wealth Management at St. James's Place Wealth Management, based in Worcester, England, United Kingdom. AeroLeads shows a work email signal at hsbc.com and a matched LinkedIn profile for Jo Potts.
Jo Potts previously worked as Director of Jo Potts Financial Planning Ltd, Partner Practice of St. James's Place Wealth Management at Jo Potts Financial Planning Ltd and Principal of Jo Potts Financial Planning, Partner Practice at St. James'S Place Wealth Management. Jo Potts studied at Chase High School, Malvern.
Company email context
Email format at St. James's Place Wealth Management
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jpotts@hsbc.com
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AeroLeads found 1 current-domain work email signal for Jo Potts. Compare company email patterns before reaching out.
Profile bio
About Jo Potts
As Director of a Partner Practice of St. James's Place Wealth Management, I provide a wide range of wealth management services to individuals and businesses in Worcestershire and the surrounding areas. My emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years.Prior to being invited to join St. James's Place, I enjoyed a successful career with HSBC. I have achieved full Diploma Status and I am now working towards achieving Chartered Status.My services include:Retirement PlanningInvestment planningInheritance Tax PlanningMortgage AdviceProtection (Life, Critial Illness and Income Protection)Corporate Services (Pension Reform, Shareholder Protection, Employee Benefits, Keyperson Cover)Later Life PlanningPlease view my website www.jopottsfinancialplanning.co.ukYour home may be repossessed if you do not keep up repayments on your mortgageJo Potts Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 14/5/2024
Listed skills include Income Protection, Inheritance Tax Planning, Mortgage Lending, Life Insurance, and 17 others.
Current workplace
Jo Potts's current company
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St. James'S Place Wealth Management
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4 roles
Jo Potts work experience
A career timeline built from the work history available for this profile.
Principal Of Jo Potts Financial Planning, Partner Practice
Principal Of Jo Potts Financial Planning, Associate Partner Practice
St. James'S Place Wealth Management
Sep 2012 - Dec 2017
Financial Adviser
Oct 2006 - Apr 2012
1 education record
Jo Potts education
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Chase High School, Malvern
FAQ
Frequently asked questions about Jo Potts
Quick answers generated from the profile data available on this page.
What company does Jo Potts work for?
Jo Potts works for St. James's Place Wealth Management.
What is Jo Potts's role at St. James's Place Wealth Management?
Jo Potts is listed as Director of Jo Potts Financial Planning Ltd, Partner Practice of St. James's Place Wealth Management at St. James's Place Wealth Management.
What is Jo Potts's email address?
AeroLeads has found 1 work email signal at @hsbc.com for Jo Potts at St. James's Place Wealth Management.
Where is Jo Potts based?
Jo Potts is based in Worcester, England, United Kingdom while working with St. James's Place Wealth Management.
What companies has Jo Potts worked for?
Jo Potts has worked for Jo Potts Financial Planning Ltd, St. James'S Place Wealth Management, and Hsbc.
How can I contact Jo Potts?
You can use AeroLeads to view verified contact signals for Jo Potts at St. James's Place Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jo Potts attend?
Jo Potts studied at Chase High School, Malvern.
What skills is Jo Potts known for?
Jo Potts is listed with skills including Income Protection, Inheritance Tax Planning, Mortgage Lending, Life Insurance, Wealth Management Services, Pensions, Financial Advisory, and Financial Services.
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