Amanda Potts

Helping to plan a secure financial future

Mapping out your goals is the first step to financial security

Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.

I specialise in the following advice services:

  • Lifetime Financial Planning
  • Pension & Retirement Planning
  • Investment & Wealth Management
  • Later Life & Estate Planning
  • Wills & Power of Attorney
  • Personal Protection
  • Equity Release
  • Business Protection Planning

About Me

Amanda Potts, Independent Financial Adviser

I am an Independent Financial Adviser based in North Derbyshire and provide advice in the surrounding areas of Chesterfield, Mansfield and Nottingham. I also travel to Birmingham, Preston, Northamptonshire, Oxfordshire.

I have 33 years experience in the financial services industry as an Independent Financial Adviser and as a Tied Adviser to a High Street Bank.

My aim is to provide a personalised first class service to all my clients to establish their individual financial needs and goals and help them to plan accordingly along with ongoing customer service. To achieve this I joined Abacus Associates in January 2021.

An Integrated Approach to Financial Services

Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.

Our Independent Financial Advice process:

Create

ISAs, Junior ISAs, other general investments to suit your needs

Build

Mortgages, buy-to-let, other borrowing, cash management

Protect

Income protection, life insurance, critical illness, later-in-life

Enjoy

Pensions, trusts, equity release, wills, inheritance & estate planning.

My specific areas of expertise:

Investment & wealth management

Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.

Personal protection

Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.

Lifetime financial planning

If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.

Later life & estate planning

We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.

Pensions & retirement planning

When you think about the future, what does your retirement look like to you? An important question which we can help you answer.

Wills & power of attorney

Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.

Equity release

Equity release is a way for homeowners over the age of 55 to release value from their home in the form of cash without having to sell or move.

Business Protection Planning

The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.

First consultation at my cost

If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.

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