Mottram Financial Services

Independent Financial Adviser  The Manor House, Cheadle, Greater manchester, SK8 4DX
check
FCA authorised
Last authorised 13th July 2020
As a chartered firm, we blend specialist knowledge, experience and sound judgment to provide you with expert guidance.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
Nicola Rogan
Chartered Financial Planner
Lindsey Thornes
Financial Planner
Ian Kells
Chartered Financial Planner
Peter Rogan
Chartered Financial Planner
Peter Lawson
Chartered Insurance Practitioner
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

The Manor House, 2 Market Place, Mottram, Hyde, SK14 6JD

Similar advisers near you

Independent Financial Adviser 0 mi
We pride ourselves on building comprehensive financial plans around sound investment principles.
 
Independent Financial Adviser 0.89 mi
We specialise in helping clients make the best use of their pensions & Investments.
 
Independent Financial Adviser 0.92 mi
We can help clients requiring all types of financial planning. We offer services ranging from mortgage and protection advice through to final salary pension transfers and everything in between.
 
Independent Financial Adviser 1.07 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.