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.


Starting a family and want to ensure their security? It is a difficult thing for anyone to deal with but pure life insurance for most people in good health is relatively inexpensive.

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Planning for the long term? If so Richard is happy to discuss the options around retirement planning whether they are personal or company arrangements.

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If you have a little spare money now and you want to see it grow in to a little nest egg for the future we can provide advice on savings vehicles such as ISAs which benefit from useful tax breaks.

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If you have a lump sum and want it to achieve real growth or provide you with an income please contact us as there are a wide range of options to consider. Click the link below to read more.

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