Jo Potts Financial Planning Limited

: 46 Lower Ferry Lane, Callow End, Worcester, Worcestershire, WR2 4UN

: FCA Number: 585645

Jo Potts Financial Planning Limited is an FCA-regulated firm (Reg No. 585645) based near Worcester, specialising in strategic financial planning and regulation-compliant advice. The professional team tailors services to client needs, offering expertise in life investments, pensions, retirement advice, final salary pension transfers, and comprehensive financial planning. This informed, customer-focused approach ensures clients from Worcester and the surrounding areas receive sound financial guidance. Situated in Callow End, a stone's throw away from Worcester city, Jo Potts Financial Planning provides reliable solutions for your monetary security, often assisting local families and first-time investors. Trust in their approachable professionals for your financial journey. Their full address is 46 Lower Ferry Lane, Callow End, Worcester, Worcestershire, WR2 4UN.

Their team includes 2 financial advisers. Check FCA registration here.

Jo Potts Financial Planning 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 Jo Potts Financial Planning Limited from the Motorway

Departing from the M5, take Junction 7, leading to the A44 exit designated for either Worcester South or Evesham. At the subsequent roundabout, proceed to take the first exit onto Whittington Road. Gradually veer left, heading toward Crookbarrow Way, also known as A4440. Proceed to merge onto said route. On reaching the next roundabout, opt for the second exit leading onto Broomhall Way or A4440. At the so-called 'Ketch Roundabout,' again take the second exit, this time towards Temeside Way, alternatively known as A4440. Next, subtly turn left, heading towards Malvern Road, also labelled as A449, and then merge onto this route. Maintain your course on the left lane in order to continue on Upton Road also known as B4424. Last but not least, gently turn left onto Lower Ferry Lane. Your destination should shortly be visible on the right hand side.

List of advisers under Jo Potts Financial Planning Limited:

Jo Potts Financial Planning Limited 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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