John Pottinger Email & Phone Number | I am an independent financial adviser with extensive experience of helping private individuals, trustees and corporate clients optimise the long-term benefit opportunities for themselves, their family, businesses and employees. Most of my experience as an adviser was gained working in specialist project teams (Corporate Finance, Property and Family Law), at BDO LLP and RSM alongside accountants, tax and legal advisers. Like now, I am best deployed to help business owners and executives align their asset and interests towards their eventual sale, exit, during retirement and ultimately legacy planning. This skill set also lends itself to cash critical events such divorce and trust planning. I have extensive experience in handling complex cases and helping clients to learn how to manage and structure their finances in a way that will make them feel more comfortable, confident and considered around money. Virtually all of my client relationships are long term rather than transactional. I have always been recognised as a trouble-shooter and problem solver with good project management skills; taking pride in my ability to distil clear and potent solutions from the often complex and multi-faceted challenges facing my clients. This allows me to work alongside other professional service advisers as part of a wider family office team, co-ordinate and take the lead on projects with them for clients if required. At Packenham we believe in time based fixed initial and ongoing fees and no surprises, so we get paid for the work that we do rather than what others promise. Success (percentage) based remuneration should not be the right of any adviser. Cash flow planning at a micro level sits at the core of our advice process. Proving that our clients have sufficient means to meet their current and future financial objectives is key to building a foundation from which they can then maximise the social and financial opportunities before them. Our time based fixed fee engagements allow us to be advice centric and removes the need to sell products to generate fees; strategies take priority every time and products are only used if they can provide clients with a more cost efficient outcome; they are incidental to, rather than the main driver of our advice process.

John Pottinger

I am an independent financial adviser with extensive experience of helping private individuals, trus...
Packenham Wealth, 65 Viceroy Close, United Kingdom

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John Pottinger’s Email john.pottinger@packenhamw.com

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John Pottinger’s Location Packenham Wealth, 65 Viceroy Close, United Kingdom

John Pottinger’s Current Industry Packenham Big Planning

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Work Experience

Packenham

Founder, Owner & Director

2014-05-01 00:00:00 - Present

Big Planning

Founder, Owner & Director

2014-05-01 00:00:00 - Present

Barkestone Associates

Senior Consultant

2011-10-01 00:00:00 - 2014-05-01 00:00:00

Mackenzie Taylor Benefit Consultants

Senior Consultant

2008-03-01 00:00:00 - 2011-09-01 00:00:00

Bdo

Senior Consultant

2002-10-01 00:00:00 - 2008-03-01 00:00:00

Baker Tilly

Pensions Manager

1999-10-01 00:00:00 - 2002-09-01 00:00:00

Wesleyan Assurance Society

Manager Pensions Opt-out Review (Contract)

1995-01-01 00:00:00 - 1996-01-01 00:00:00

Kingsley Neville

Pensions Manager

1992-07-01 00:00:00 - 1995-10-01 00:00:00

Willis Corroon

Assistant Legal Consultant - Pension Documentation Department

1990-05-01 00:00:00 - 1992-04-01 00:00:00

Standard Life

Pensions Administrator

1988-10-01 00:00:00 - 1990-05-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About John Pottinger

John Pottinger is located at
Packenham Wealth, 65 Viceroy Close, United Kingdom

John Pottinger is a I am an independent financial adviser with extensive experience of helping private individuals, trustees and corporate clients optimise the long-term benefit opportunities for themselves, their family, businesses and employees. Most of my experience as an adviser was gained working in specialist project teams (Corporate Finance, Property and Family Law), at BDO LLP and RSM alongside accountants, tax and legal advisers. Like now, I am best deployed to help business owners and executives align their asset and interests towards their eventual sale, exit, during retirement and ultimately legacy planning. This skill set also lends itself to cash critical events such divorce and trust planning. I have extensive experience in handling complex cases and helping clients to learn how to manage and structure their finances in a way that will make them feel more comfortable, confident and considered around money. Virtually all of my client relationships are long term rather than transactional. I have always been recognised as a trouble-shooter and problem solver with good project management skills; taking pride in my ability to distil clear and potent solutions from the often complex and multi-faceted challenges facing my clients. This allows me to work alongside other professional service advisers as part of a wider family office team, co-ordinate and take the lead on projects with them for clients if required. At Packenham we believe in time based fixed initial and ongoing fees and no surprises, so we get paid for the work that we do rather than what others promise. Success (percentage) based remuneration should not be the right of any adviser. Cash flow planning at a micro level sits at the core of our advice process. Proving that our clients have sufficient means to meet their current and future financial objectives is key to building a foundation from which they can then maximise the social and financial opportunities before them. Our time based fixed fee engagements allow us to be advice centric and removes the need to sell products to generate fees; strategies take priority every time and products are only used if they can provide clients with a more cost efficient outcome; they are incidental to, rather than the main driver of our advice process.

John Pottinger currently works in the Packenham | Big Planning |

No Languages Available

John Pottinger has prior
experience in the following industries:
Barkestone Associates | Mackenzie Taylor Benefit Consultants | Bdo | Baker Tilly | Wesleyan Assurance Society | Kingsley Neville | Willis Corroon | Standard Life

John Pottinger has the following professional experience:
Packenham | Big Planning | Barkestone Associates | Mackenzie Taylor Benefit Consultants | Bdo | Baker Tilly | Wesleyan Assurance Society | Kingsley Neville | Willis Corroon | Standard Life