About Us
Richard started his working life with Lloyds Bank and then ventured in to the financial services business back in 1989 as a tied agent for one of the UK's largest life and pension companies providing advice to customers primarily in the Stoke-on-Trent area.
As demand from the public grew for unbiased and impartial advice Richard H. Potts Financial Services was set up in 1999 when Richard adopted Independent Financial Advisor status continuing to support customers in the local area and in 2005 the Limited Company was formed as it is known today.
Next year Richard celebrates 25 years in financial services and currently manages in excess of £15 million on behalf of his clients and he is extremely grateful for the trust and loyalty placed in him by these people many of whom are now also friends.
Richard prides himself on the high quality, straightforward advice he provides to his customers and is happy to still continue to service many of the customers who he first advised over 20 years ago with their children now also calling on him for advice.