Great British Finance Limited

Financial Adviser (Restricted Whole of Market) 130 Nottingham Road, Burton Joyce, Nottingham, NG14 5AU
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th September 2018
I like to give clients an honest and professional service, looking to build relationships for the long term.
We can advise you on
    • Wealth management
    • Investing for income
    • ISAs
    • Offshore investments
    • Unit trusts
    • Equity release
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Estate planning
    • Taxation planning
Meet our advisers
Andy Mottershaw DipPFS
Financial Adviser
Where to find us

130 Nottingham Road, Burton Joyce, Nottingham, NG14 5AU

Contact us
About us

At Great British Finance, we are dedicated to creating a meaningful, long term relationship with you that is based on understanding, knowledge and commitment.
We therefore adopt a systematic approach which ensures the needs of our clients come first and aims to deliver a successful financial planning experience. Normally broken down into 6 steps.
1- Discovery Meeting.
An informal meeting which is an opportunity for you to get to know me and feel comfortable about what we do and how we do it.
2- Establish Your Objectives.
If clients are comfortable, we can immediately follow on from the Discovery Meeting to have a detailed discussion about your plans and objectives.
To gain a complete understanding of your current financial situation.
3- Analyse Your Planning.
Using the information gathered, we take a comprehensive look at the financial elements that make up your life.
4- Prepare & Present Your Wealth Management Plan.
We present a plan for getting you from where you are today to where you want to be in the future.
5- Implement The Plan.
Once we have reached agreement with you , we can implement the strategy.
6- Monitor & Review Your Planning
We will regularly review your plan.

Our services

I have been in financial services for over 31 years, with many of my clients being with me for over 20 of those years.
I started at CIS ( Co-Operative Insurance) in 1987, when my father retired after 25 years.
I have been able to help many clients over the years, as their priorities have changed, from family protection and starting a pension, to retirement options and also equity release.
It is a big responsibility, as people trust in you to do the best for them, but it is a role that I enjoy and will continue to do so.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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