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  11. J Mott Wealth Management Ltd (Appointed Representative of Vision Independent Financial Planning Ltd)

J Mott Wealth Management Ltd (Appointed Representative of Vision Independent Financial Planning Ltd)

Independent Financial Adviser  8 Briar Close, Hugglescote, Leicestershire, LE67 2GN
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FCA authorised
Last authorised 28th June 2021
Tailored, professional independent financial advice from a trusted and experienced adviser.
We can advise you on
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Annuity purchase
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
Meet our advisers
MR Jonathan Mott DipPFS
Independent Financial Adviser
About us

Over 20 years' experience of financial services, helping clients achieve their financial goals and aspirations through full individual financial planning. Covering Loughborough and surrounding areas we are specialists in independent advice for investments, portfolio management, pension and retirement planning, and inheritance tax planning. Initial meeting offered without obligation or cost.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

8 Briar Close, Hugglescote, Leicestershire, LE67 2GN

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