Amanda Amanda Barnetttaylor Potts

Background

About Amanda Amanda Barnetttaylor Potts

Thank you for viewing my profile. I am passionate about helping my clients to maximise their financial potential which will enable them to achieve their dreams and ambitions. The advice I provide comes in three simple steps:Understanding you, your current financial situation and your goals and objectivesHelping you define the correct strategy and action plan to achieve your objectivesDelivering focused on-going support and advice to get you the results you want and to keep up to date with any changes in your personal or financial circumstances in the futureI am an experienced financial adviser having considerable success in advising individuals and business clients on investments, pensions, protections, equity release and wills/power of attorney. Over 20 years experience in providing financial services and assisting clients in making informed decisions by showing them various options and helping them to assess the merits of different plans, 34 years total experience of working within the financial services industry. Possessing in depth knowledge of pensions, protection insurances and investment strategies and working hard to provide a high-quality and customer-driven service. My specialist areas are retirement planning including annuities and drawdown, pension transfers and protection, equity release, Wills and Power of Attorney.I am looking to help individuals and firms who want to deal with a caring and honest Financial Adviser, so please drop me a line or connect with me. In my spare time I enjoy scuba diving in the UK/Geo Caching and spending time with my husband, 2 young daughters. I am Chair Governor at my daughters school and a Governor at the local Junior School.I am also an active member of a new BNI group based in Pride Park Stadium Derby (Treasurer/Secretary) as we are actively looking for like minded people who are looking to grow their business.