Based in Tring and proudly serving households and businesses across the home counties, we put your wellbeing first, helping you feel confident, secure and in control of your financial life
Financial Wellness at Potter Financial Partners
At Potter Financial Partners, we know that true financial success isn’t just about numbers - it’s about peace of mind. Based in Tring and proudly serving households and businesses across the home counties, we put your wellbeing first, helping you feel confident, secure and in control of your financial life. With over 25 years’ experience in financial planning, we take the time to understand who you are, where you want to be, and what matters most to you, so we can help you make decisions that reduce stress and support long-term financial wellness.
Financial wellness means feeling equipped to face life’s financial challenges from day-to-day money management to long-term goals like retirement, education, or caring for loved ones. We focus on building clarity and confidence through structured planning, regular review and clear communication, so you’re never left wondering “what if?” or “what next?”. Our approach is friendly, jargon-free and grounded in your values, giving you the reassurance that your financial future is in capable hands
A comprehensive, compassionate assessment of your current financial position — looking at goals, income, expenses, savings, debts and planning priorities. We help you understand your big picture and identify opportunities to enhance your financial confidence.
Tailored modelling that shows how money flows in and out over time, helping you make better decisions around spending, saving and timing of major life events. Seeing different “what-if” scenarios brings clarity and reduces anxiety about the unknown.
Whether you’re years from retirement or nearing the transition, we help you map a strategy that aligns your income, investments and lifestyle goals — so you can enter retirement with certainty and calm.
Life is unpredictable — but your preparedness doesn’t have to be. We assess your protection needs (life cover, income protection, critical illness and more), ensuring you and your family can weather the unexpected without financial shock.
We work with you to understand your liabilities and help you prioritise and manage them effectively. Reducing unnecessary burdens is a key step toward restoring financial control and peace of mind.
Smart planning can reduce tax uncertainty. We help you structure your finances with tax efficiency in mind, turning complex rules into meaningful outcomes for your goals.
Supporting your family’s financial wellbeing across generations - from inheritance strategies to gifting or trusts - so your legacy supports the people and causes you care about.
Life changes — and so should your plan. We schedule regular check-ins and updates to adapt your financial strategy as circumstances evolve, keeping stress low and confidence high.
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Hear from locals who have used Potter Financial Partners
I highly recommend Martin and the team to help with your financial needs. Martin takes time to understand your goals in life and helps you to plan for your future with realistic financial aims, he builds trust and his knowledge of the financial world helps you to feel at ease with such important decisions. His team provide you with a great level of support and are very efficient.
I have no hesitation recommending Potter Financial Services. Anya looked carefully and with great efficiency at my situation and suggested a way forward. Everything was explained and she was so supportive and a delight to work with. Not only do I feel that my finances are being looked after but I look forward to an ongoing professional relationship with Anya and PFP who will keep in regular contact and take care of my interests.
Martin took time to work with me to understand my financial goals and gave a comprehensive overview of my current position, and also projecting forward to retirement age. A personalised, quality service which I can highly recommend.
Contact Potter Financial Partners and start your Financial Self Care journey
Your local friendly expert will lift you to new heights