Potter Financial Partners Ltd

23/10/2026

🫵🏻 Are you a school teacher?

Do you understand how your pension works and what you need to be doing right now?

Have a listen to James, one of our trusted advisers, and see if this is something you should start thinking about.

22/10/2026

We celebrated another birthday in the office this week! 🥳

Happy Birthday to one of our newest team members Francesca! We hope you had a great day celebrating! 🎉🎂

19/10/2026

Register below in readiness for SJPs live post-budget webinar on Monday 2nd November! 👇

15/10/2026

🙌 Get to know nearly all the team!

13/10/2026

12/10/2026

With the Budget fast approaching, there’s no shortage of speculation about what could be announced, from potential changes to pensions through to support for first-time buyers.



Explore some of the proposals currently making the news and why staying focused on your long-term financial goals is often the most effective approach.



🔗https://www.potterfp.co.uk/article/detail/sjpp/autumn-budget-2026-with-a-month-to-go-what-lies-ahead



Potter Financial Partners 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).



SJP Approved 06/10/2026

11/10/2026

🏎️ Great to be back with & two weeks ago at !

👊 Was great to be able to be there and support him as he continues on his racing journey, while starting on pole on the day!

09/10/2026

It was great to get all our advisers together last week for a really productive meeting!

A valuable opportunity to catch up, share ideas and discuss what’s happening across the business.

Afterwards, we headed to Flight Club for some well earned fun and a bit of friendly competition! 🎯🎉

06/10/2026

5️⃣ The 5 key areas of financial planning looks at with their clients!

🪨 This is how we build a robust financial plan!

05/10/2026

Our Managing Director, Martin, attended this years' event alongside fellow business owners, SJP leaders and industry experts.

A fantastic opportunity to share ideas, hear different perspectives and look at what's ahead for the future of financial advice.

Plenty of great conversations and ideas to bring back to the team at Potter Financial Partners! 💡🤝