Craig Potter
Craig Potter
DipFA
I am passionate about empowering individuals to achieve financial success. I bring over 13 years of experience as a Financial Adviser, and work with clients all over the world. My mission is to guide you towards a secure, and prosperous financial future.
Being in control of your finances is a great stress reliever.
About
I believe in building strong, lasting, intergenerational relationships built on trust and transparency. Whether you are planning for retirement, tax planning or looking to optimise your financial portfolio. I specialise in translating complex financial concepts into clear, actionable steps. My goal is to demystify finance and help you to make informed decisions. Your financial goals become my mission, and together, we create a roadmap to turn those goals into reality. I can help in the following areas:
- Tax Planning
- Retirement Planning
- Investment Planning
- Protection Planning
- Financial Advice for employees
- Financial Advice for Businesses
- Inheritance Tax Planning
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
Members of the St. James's Place Partnership in the Dubai International Financial Centre (DIFC) represent St. James's Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.
The ‘St. James's Place Partnership’ and the titles ‘Partner’, ‘Senior Partner’, ‘Principal Partner’, ‘Managing Partner’, and ‘Partner Practice’ are marketing terms used to describe the representatives of the St. James's Place Wealth Management Group Limited, including St. James's Place (Middle East) Limited.
