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Mottram Financial Services Ltd

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Mottram Financial Services Ltd

Overview:

We are a privately owned and managed financial advice practice, specialising in financial planning, wealth management, pension planning, tax planning, estate planning and corporate advice.

Based in Manchester, the majority of our customers are located in the North West and Peak District, although we serve customers throughout the UK.

We have been awarded the prestigious chartered financial planners designation by the Chartered Insurance Institute (CII). The CII is empowered by the Privy Council to award chartered status to firms that have satisfied rigorous criteria relating to professional qualifications and ethical good practice. Currently, of the 20,000 financial advice firms in the uk, less than 500 have achieved chartered status.

The Team

Nicola Rogan MBA FPFS ACII Chartered Financial Planner

Peter Rogan MBA DipPFS Independent Financial Adviser

Paul Hogg DipPFS Independent Financial Adviser

Hazel Padget Senior Administrator

All our advisers are members of the CII and undertake a structured programme of continuing professional development (CPD) activity to ensure their skills and knowledge are up-to-date. This means you can be confident that you are dealing with professionals wholly committed to providing you with the best possible advice, service and support.

As independent financial advisers, we are able to recommend products and services from across the market and are not tied to any particular provider.

We operate an explicit charging structure and will agree a fee with you before we commence work. This may either be paid directly by you or deducted from any plans that we arrange on your behalf. If an ongoing service is agreed with you then an ongoing fee will also be levied.

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