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Simon Potter Investments Limited

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44A Ballyhay Road, Donaghadee, BT21 0LU
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FCA Number: 912826

Simon Potter Investments Limited is a firm specialising in financial planning, offering regulated advice on life and investment strategies, as well as pensions retirement guidance. Regulated by the FCA under number 912826, they serve clients in Donaghadee, Greater Belfast, and surrounding areas. The company operates from its office located on Ballyhay Road, Donaghadee. Their dedicated team ensures each client receives a tailored service suitable for their personal financial goals. Simon Potter Investments values clarity and transparency, treating every client with the professionalism and respect they deserve. Whether you are a first-time investor or looking to plan your retirement, they strive to offer an approachable and reliable service.

Their team includes one financial adviser. Check FCA registration here.

Simon Potter Investments Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Simon Potter Investments Limited from the Motorway

  1. Departing from the M1 Highway, take the M69 ramp leading towards Birmingham and Coventry. At the roundabout, proceed to the 4th exit leading to the M1 ramp towards Nottingham, Newark, and Leicester North (N). Thereafter, merge onto the M1 motorway.
  2. Upon reaching junction 32, opt for the M18 exit directed towards Hull, Doncaster, and Rotherham East (E), and then continue onto the M18 highway. Arriving at junction 2, select the A1 (M) exit, followed by the ramp onto A1 (M). Subsequently, maintain your route on the A1 and A1 (M), following the signs for Wetherby, Manchester, Leeds, and M62. To remain on the A1 (M), keep to the left side.
  3. At junction 53, choose the A6055/A6108/A66 West (W) exit leading to Richmond, Brough, and Penrith. Proceed to the ramp towards the A66, and at Scotch Corner, take the 3rd exit onto A66. At Kemplay Bank Roundabout, opt for the 2nd exit, maintaining your route on A66.
  4. At Skirsgill Interchange, take the 3rd exit onto the M6 North (N) ramp towards Carlisle, and merge onto M6. Following this, proceed onto A74 (M). Arriving at junction 22, choose the A75 exit towards South West Scotland, Dumfries, Stranraer, Gretna, and B7076, then continue onto A75.
  5. At each ensuing roundabout, follow the specified exits while keeping on A75: take the 2nd exit at Brownrigg Roundabout, Bloomfield Roundabout, Allanton Roundabout, and Wigtown Road Junction; the 4th exit at Cuckoo Bridge Roundabout; and the 3rd exit at one unspecified roundabout.
  6. Next, turn right onto A751, followed by another right onto A77, and a left turn shortly after. At the subsequent roundabout, take the 1st exit, then board the Cairnryan - Larne / Larne - Cairnryan ferry. Upon disembarking, continue straight.
  7. At the roundabouts ahead, take the 2nd exit and thereafter, the 3rd exit onto The Harbour Highway. At the following roundabout, take the 1st exit onto The Harbour Highway/A8, and keep to the left while continuing on A8. Merge onto Belfast Road/A8, and proceed as directed by the exits at each roundabout while on A8.
  8. At Houston's Corner, opt for the 2nd exit onto Ballynure Road/A8, and at Corr's Corner, take the 3rd exit onto A8 (M) heading towards Belfast and M2.
  9. At Sandyknowes Roundabout, take the 3rd exit onto the M2 ramp to Belfast, merge onto M2, then continue onto both M3 and A2 in turn.
  10. Lastly, turn right onto Rathgael Road, followed by the 3rd exit at Rathgael Road Roundabout onto Newtownards Road/A21. Turn left onto Green Road, and then right onto Gransha Road. Continue straight at the roundabout onto Upper Gransha Road, then turn left onto Movilla Road/ B172. Follow this through, turning left onto New Line, then right onto Ballyhay Road. The desired destination will be situated on the right side.

List of advisers under Simon Potter Investments Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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