Philip Potter Wealth Management Limited

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Dongela, Seale Lane, Seale, Farnham, Surrey, GU10 1LF

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http://www.philippotterwealth.co.uk

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FCA Number: 830156

Philip Potter Wealth Management Limited is a Surrey based firm specialising in various financial services including life and investment planning, retirement pensions advice, final salary pension transfers, and comprehensive financial planning. Conveniently located near Camberley, the company caters to clients from the surrounding counties and regions. Regulated by the FCA under registration number 830156, the firm provides trustworthy, regulated advice tailored to client needs. Their approachable yet professional style appeals to individuals who are navigating the complexities of financial decisions for the first time or those seeking a refreshingly uncomplicated financial planning experience. Visit them at Motley Bank, Earls Grove, Camberley for expert guidance on financial matters.

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

Philip Potter Wealth Management Limited are approved by the FCA to give advice on:

• ✔ Pensions & Retirements
• ✔ Financial Planning
• ✔ Investments
• ✔ Mortgage
• ✔ Equity Release
• ✔ Life Insurance

Directions to Philip Potter Wealth Management Limited from the Motorway

1. From the M3:
2. At Junction 5, please take the B3349/A287 exit towards Hook. Subsequently, merge onto the M3.
3. At Junction 4, take the A331 exit towards Guildford/Farnham/Farnborough.
4. At the ensuing roundabout, take the second exit that leads onto the A331.
5. At the next roundabout, take the first exit and remain on the A331.
6. Take the A325 exit in the direction of Camberley/Frimley/Frimley Park/Farnborough/Hawley.
7. Proceed to turn left onto Farnborough Road/A325.
8. Upon reaching the roundabout, take the first exit onto Frimley Road/B3411.
9. At the following roundabout, take the second exit and continue on Frimley Road/ B3411.
10. At the subsequent roundabout, take the third exit onto Park Road.
11. At the next roundabout, take the second exit and stay on Park Road.
12. At the final roundabout, take the second exit onto Upper Park Road.
13. Ensure you keep to the left to stay on Upper Park Road.
14. Turn left onto Earls Grove. Your destination will be situated on the left side.

List of advisers under Philip Potter Wealth Management 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.