James Nicolson Adviser at Potter Financial Partners

19/02/2026

Is your money working as hard as you do? Good habits around tax planning is an important step toward achieving your long-term financial goals. When combined with a clear financial plan, making the...

13/02/2026

We have updated our Meet The Team page on our website. Now you can see all of our staff members and read a little bit about them! 👀

https://www.potterfp.co.uk/

10/06/2025

10/06/2025

💭What does a “moderate” retirement actually look like?
And more importantly - how do you get there?

It's estimated you’ll need £31,100 a year to live comfortably in retirement, but with only 28% of UK adults confident they’ll build a big enough pension pot… it’s time to ask: are you on track?

📊 The good news?
Having a financial plan can make a real the difference.

Read more in the St. James's Place Retirement Report 2025: https://www.sjp.co.uk/individuals/how-can-we-help/tools-information/retirement-report-2025

15/05/2025

29/01/2025

16/12/2024

Gifting money or valuable assets this Christmas can make a real difference to the financial wellbeing and security of the whole family. Read SJP’s tax tips in this article: https://partnership.sjp.co.uk/article/detail/sjpp/christmas-gifting-your-tax-tips.html

09/12/2024

Retirement today requires a lot more thought – and forward planning. But if you didn’t start saving early, what are your options? Find out more in SJP’s article: https://partnership.sjp.co.uk/article/detail/sjpp/is-it-too-late-to-start-saving-for-retirement-at-60.html

03/12/2024

There’s no feeling like turning the key in your own front door for the first time. Your home is probably the biggest single purchase you’ll ever make – and it’s often your most valuable asset.

But being a homeowner also has key tax benefits. In this article, we’ll look at some of the tax advantages of being a homeowner – https://partnership.sjp.co.uk/article/detail/sjpp/the-tax-benefits-of-owning-a-home.html

The tax benefits of owning a home

11/10/2024

As a personal-injury and medical-negligence lawyer, it’s important to know how an expert financial adviser can help claimants, offering additional emotional support as well as guidance on making the most of a settlement: https://partnership.sjp.co.uk/article/detail/sjpp/the-value-of-personal-support-five-reasons-its-in-your-clients-interests-to-take-financial-advice.html