Established in 1989, Philip Potter & Associates Ltd is a firm of Independent Financial Advisers (IFAs) based in the South West of England. The company provides a range of financial planning and advisory services to both individual and corporate clients. Their core mission is to offer unbiased, professional advice on areas including investments, pensions and retirement planning, mortgages, and financial protection. As an independent firm, they are not tied to any single provider, allowing them to recommend products from the whole of the market. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom