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

Independent Financial Adviser 8 Briar Close, Hugglescote, Leicestershire, LE67 2GN
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Tailored, professional independent financial advice from a trusted and experienced adviser.
We can advise you on
    • Annuity purchase
    • Pension drawdown
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
Meet our advisers
adviser-person
Jonathan Mott DipPFS
Independent Financial Adviser
Where to find us

8 Briar Close, Hugglescote, Leicestershire, LE67 2GN

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

J Mott Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register.

Registered in England and Wales. Registration number 10342966.

The FCA does not regulate Inheritance Tax Planning.

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