Mottram Financial Services

Independent Financial Adviser The Manor House, 2 Market Place, Mottram, HYDE, Cheshire, SK14 6JD
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
9th September 2019
As a chartered firm, we blend specialist knowledge, experience and sound judgment to provide you with expert guidance.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Peter Rogan MBA FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Nicola Rogan MBA FPFS ACII
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Ian Kells ACII
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Lindsey Thornes DipPFS
Financial Planner
Peter Lawson ACII
Chartered Insurance Practitioner
Where to find us

The Manor House, 2 Market Place, Mottram, HYDE, Cheshire, SK14 6JD

Make an enquiry
About us

Mottram Financial Services is a chartered firm of independent financial advisers.

We provide financial advice and planning services to individuals, commercial organisation and charities. Our aim is to deliver a professional service, tailored to your needs, based on high quality advice and access to products across the whole of market.

Our services

Whether you are a private or corporate client, we offer an individual approach to financial planning. Our goal is to be a trusted adviser that understands your priorities and delivers innovative solutions; providing you with the information you need to make informed choices.

Our services focus on a number of key areas: financial planning, wealth management, pension planning, tax planning, estate planning and corporate advice.

We use our expertise to provide bespoke solutions; skilfully blending both simple and more complex products and strategies to add significant value.

Advice methods
  • phoneButton
    Telephone
  • 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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