Marcus Potts
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Marcus Potts Email & Phone Number

Wealth Adviser at Jo Potts Financial Planning Ltd, Partner Practice of St. James’s Place at Jo Potts Financial Planning Ltd
Location: Lower Broadheath, England, United Kingdom 6 work roles 1 school
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Current company
Jo Potts Financial Planning Ltd
Role
Wealth Adviser at Jo Potts Financial Planning Ltd, Partner Practice of St. James’s Place
Location
Lower Broadheath, England, United Kingdom

Who is Marcus Potts? Overview

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Quick answer

Marcus Potts is listed as Wealth Adviser at Jo Potts Financial Planning Ltd, Partner Practice of St. James’s Place at Jo Potts Financial Planning Ltd, based in Lower Broadheath, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Marcus Potts.

Marcus Potts previously worked as Associate Partner at St. James’S Place Wealth Management and Branch Manager at Northgate Vehicle Hire. Marcus Potts studied at Dyson Perrins High School Malvern.

Profile bio

About Marcus Potts

I am currently a wealth adviser at Jo Potts Financial Planning Ltd, a Partner Practice of St. James's Place Wealth Management.

Listed skills include People Development, Project Management, Communication, Wealth Preservation Planning, and 6 others.

Current workplace

Marcus Potts's current company

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Jo Potts Financial Planning Ltd
Jo Potts Financial Planning Ltd
Wealth Adviser at Jo Potts Financial Planning Ltd, Partner Practice of St. James’s Place
6 roles

Marcus Potts work experience

A career timeline built from the work history available for this profile.

Wealth Adviser At Jo Potts Financial Planning Ltd, Partner Practice Of St. James’S Place

Current
Jo Potts Financial Planning Ltd

Worcester, United Kingdom

The Partner/Partner Practice 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 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 02/11/2023

May 2019 - Present

Associate Partner

St. James’S Place Wealth Management

Solihull Birmingham

St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company they specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

Nov 2018 - May 2019

Branch Manager

Northgate Vehicle Hire

Bristol And Kidderminster

I managed a team of individuals running a fleet size of 1600 vehicles.

Mar 2013 - Oct 2018

Performance Excellence Manager

Avis

Head Office

Mar 2011 - Feb 2013

Station Manager

Avis

Birmingham Airport

Jun 2009 - Mar 2011

Station Manager

Avis

Worcester, United Kingdom

Jul 2005 - Jun 2009
1 education record

Marcus Potts education

  • Dyson Perrins High School Malvern
    Dyson Perrins High School Malvern
FAQ

Frequently asked questions about Marcus Potts

Quick answers generated from the profile data available on this page.

What company does Marcus Potts work for?

Marcus Potts works for Jo Potts Financial Planning Ltd.

What is Marcus Potts's role at Jo Potts Financial Planning Ltd?

Marcus Potts is listed as Wealth Adviser at Jo Potts Financial Planning Ltd, Partner Practice of St. James’s Place at Jo Potts Financial Planning Ltd.

Where is Marcus Potts based?

Marcus Potts is based in Lower Broadheath, England, United Kingdom while working with Jo Potts Financial Planning Ltd.

What companies has Marcus Potts worked for?

Marcus Potts has worked for Jo Potts Financial Planning Ltd, St. James’S Place Wealth Management, Northgate Vehicle Hire, and Avis.

How can I contact Marcus Potts?

You can use AeroLeads to view verified contact signals for Marcus Potts at Jo Potts Financial Planning Ltd, including work email, phone, and LinkedIn data when available.

What schools did Marcus Potts attend?

Marcus Potts studied at Dyson Perrins High School Malvern.

What skills is Marcus Potts known for?

Marcus Potts is listed with skills including People Development, Project Management, Communication, Wealth Preservation Planning, Customer Service, Customer Relationship Management, People Management, and Estate Tax Planning.

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