About Us

 

Potter and Minnis Limited was set up five years ago by David Potter, now Managing Director, who was previously a Manager at Barclays Bank.

David, having 25 years experience at Barclays across all financial service areas, realised that what the customer really needs is a comprehensive range of products and options from the whole of the market, and this was something that he felt he could deliver if he became independent.

Potter and Minnis Limited's aim is to provide a friendly, efficient and flexible service to its clients from “start to finish”, which is the key to its success.

Along with his team of Advisers – Jon, Ed, Jennifer, Jill, Phil and Mark the company has successfully developed its services and now provides financial advice and services across the North West, North Wales and Yorkshire.

We are also extremely proud of our Admin Team – Karen, Penny, Jen and Trina who play a big part in ensuring our commitment to our clients is fulfilled, by providing a friendly and efficient service.

Telephone: 01704 567 400

Fax: 01704 562 735

E-Mail: info@potterandminnis.co.uk