Mottram Financial Services

Independent Financial Adviser  The Manor House, Hyde, Greater manchester, SK14 6JD
First meeting at adviser's own cost
As a chartered firm, we blend specialist knowledge, experience and sound judgment to provide you with expert guidance.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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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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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Nicola Rogan MBA FPFS ACII
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Peter Rogan MBA FPFS
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Chartered Financial Planner
Peter Lawson ACII
Chartered Insurance Practitioner

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Ian Kells ACII
Chartered Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Lindsey Thornes DipPFS
Financial Planner
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.

Where to find us
Head office address: The Manor House, 2 Market Place, Mottram, HYDE, Cheshire, SK14 6JD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 21st September 2020

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