David Martin Potter is a trustworthy FCA-regulated firm (No. 215871) based in Solihull, West Midlands. It provides diverse financial services including life and investments planning, final salary pension transfers, pensions retirement advice, and overall financial planning. Predominantly serving clients in the Solihull area and nearby cities, David Martin Potter has developed a reputation for its client-centric and regulatory compliant approach. Situated on Linton Avenue, their team are professional yet approachable, making them an ideal choice for anyone seeking bespoke financial guidance. Whether you're a first-time investor or looking for retirement advice, their tailored suite of services can accommodate your financial needs. Their local expertise alongside wider regional coverage ensures effective responses to your unique financial situation.
Their team includes 2 financial advisers. Check FCA registration here.
David Martin Potter are approved by the FCA to give advice on:
Directions to David Martin Potter from the Motorway
- From the M42:
- Proceed to Junction 9, where you are to take the A4097/A446 exit towards Kingsbury/Lichfield.
- Upon reaching the roundabout, proceed onto the M42 S ramp leading to Birmingham/M6/Coventry/Birmingham Airport. Subsequently, merge onto M42.
- Next, take the exit onto M42/M6 Toll in the direction of M5 SW/M40/Birmingham S/N.E.C/London/Coventry.
- Ensure you stay on the left lane to remain on M42. Here, follow signs for The SW/M5/London (S&W)/M40/Coventry (S&W)/Birmingham (S)/N.E.C/Airport.
- At Junction 5, take the A41 exit heading to Solihull. At the following roundabout, make a third exit onto Solihull Bypass/A41.
- Afterwards, take the next exit, signposted Solihull/Town Centre/B4025. At the subsequent roundabout, proceed with the second exit onto Warwick Road/B4025 and continue to follow Warwick Road.
- Turn slightly left at New Road and pass through one roundabout.
- Upon reaching another roundabout, make a second exit onto Prince's Way. Then, make a left turn onto Monkspath Hall Road and pass through one roundabout.
- At the following roundabout, make a third exit onto Whitefields Road.
- Finally, turn left onto Linton Avenue. Your destination should shortly be on the right.
List of advisers under David Martin Potter:
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