G Potter Financial Management

Geoff Potter has been an industry professional since 1980 and prides himself on the service he provides to both existing and new clients. After many years with Prudential he became an independant adviser and has been offering advice to clients from many different backgrounds.

Having re-located in 2003 to Devon, he is now expanding his business and developing new clients, building relationships with local companies and estate agents. As an independant he can advise across the whole market and obtain the best possible product for his clients.

Although located in Devon Geoff makes regular visits to his clients in Berkshire and is available for consultation in Berks if required.

 

Services offered

  • Life Assurance
  • Critical illness
  • Income Protection 
  • Pension and retirement Planning
  • Savings advice
  • Investment Advice
  • Health Care
  • Mortgage Advice

Your home may be repossessed if you do not keep up repayments on your mortgage.

If you ask us to arrange a mortgage for you we can be paid by either commission or a fee. If you choose to pay us a fee, this is typically £250.

Contact details

G Potter Financial Management

17 Westwood Cleave
East Ogwell
Newton Abbot
Devon
TQ12 6YE

T: 01626 364320

F:

M: 07885 806989

E:

Principal: Geoff Potter

Financial Alliance is a trading name only, used by a number of Independent Financial Adviser firms. Individually each of these firms is an appointed representative of Sesame Ltd. G Potter Financial Management is an appointed representative of Sesame Limited which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427.

The FSA does not regulate some forms of mortgage or offshore investments.

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