Marcus Potts

Marcus Potts Email and Phone Number

Wealth Adviser at Jo Potts Financial Planning Ltd, Partner Practice of St. James’s Place Wealth Management. @
Marcus Potts's Location
Lower Broadheath, England, United Kingdom, United Kingdom
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.

Marcus Potts's Current Company Details
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 Wealth Management.
Marcus Potts Work Experience Details
  • Jo Potts Financial Planning Ltd
    Wealth Adviser At Jo Potts Financial Planning Ltd, Partner Practice Of St. James’S Place
    Jo Potts Financial Planning Ltd May 2019 - Present
    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
  • St. James’S Place Wealth Management
    Associate Partner
    St. James’S Place Wealth Management Nov 2018 - May 2019
    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.
    View
  • Northgate Vehicle Hire
    Branch Manager
    Northgate Vehicle Hire Mar 2013 - Oct 2018
    Bristol And Kidderminster
    I managed a team of individuals running a fleet size of 1600 vehicles.
    View
  • Avis
    Performance Excellence Manager
    Avis Mar 2011 - Feb 2013
    Head Office
    View
  • Avis
    Station Manager
    Avis Jun 2009 - Mar 2011
    Birmingham Airport
    View
  • Avis
    Station Manager
    Avis Jul 2005 - Jun 2009
    Worcester, United Kingdom
    View

Marcus Potts Skills

People Development Project Management Communication Wealth Preservation Planning Customer Service Customer Relationship Management People Management Estate Tax Planning Retirement Planning Wealth Management

Marcus Potts Education Details

  • Dyson Perrins High School Malvern
    Dyson Perrins High School Malvern

Frequently Asked Questions about Marcus Potts

What company does Marcus Potts work for?

Marcus Potts works for Jo Potts Financial Planning Ltd

What is Marcus Potts's role at the current company?

Marcus Potts's current role is Wealth Adviser at Jo Potts Financial Planning Ltd, Partner Practice of St. James’s Place Wealth Management..

What schools did Marcus Potts attend?

Marcus Potts attended Dyson Perrins High School Malvern.

What skills is Marcus Potts known for?

Marcus Potts has skills like People Development, Project Management, Communication, Wealth Preservation Planning, Customer Service, Customer Relationship Management, People Management, Estate Tax Planning, Retirement Planning, Wealth Management.

Not the Marcus Potts you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.