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Our Wealth Planners

Alan Potter

Wealth Planning Director


Chartered Financial Planner, APFS, BSc (Hons)


With over 30 years’ experience in the Financial Services industry, I previously worked for 10 years with a specialist pension provider and 15 years with a large national accountancy practice. The main areas I work in are pensions, both pre and post retirement, investments and tax planning.

Originally from Scotland, I’ve spent most of my working life in Hampshire and am now based in the Sanlam Fareham office.

Experience has shown me that building a long term relationship with clients gives the best outcome, in terms of financial planning for clients.

In my spare time, although slowly losing the fitness battle, I keep playing badminton and golf. I enjoy watching football and walking my dog, but he has now reached an age where he doesn’t like to go out in the rain!




Alan Potter

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.