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Craig Potter

DipFA

Adviser

I have been working within the Financial Service Industry for over 5 years specialising in mortgages and protection.

After previously working with my brother-in-law Oliver, and setting up my own business, I have recently joined forces with Smith Eliot Financial Management with my wife Charlotte, Stephen’s daughter, making this a true family business. Clients can still expect the same level of personal service from me as well as having access to a wider range of other services including:

  • Investment management
  • Retirement planning
  • Trust and Estate Planning*
  • Mortgage Protection

I believe that this coupled with the St. James’s Place Guarantee is the best way forward for myself and my clients. I am based at our Oakham Office.

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

*Trusts are not regulated by the Financial Conduct Authority.