Mottram Financial Services

Independent Financial Adviser  Station House, George Lane, STOCKPORT, SK6 1AT
First meeting at adviser's own cost
Proactive, informed financial planning, investment and pension advice.
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
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
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
Response rating
9.0/10
check
FCA authorised
Last authorised 8th August 2022
Meet our advisers
MR 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 - individual adviser accreditation
MRS 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 - individual adviser accreditation
MR 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 - individual adviser accreditation
MRS Lindsey Thornes DipPFS
Financial Planner

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

Mr Aidan Bennett DipPFS
Financial Planner

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

Mr Peter Rogan
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 - individual adviser accreditation
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: Station House, George Lane, Bredbury, Mottram, STOCKPORT, SK6 1AT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 8th August 2022

Similar advisers near you

Independent Financial Adviser 0.28 mi
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
 
Independent Financial Adviser 1.15 mi
Personal, professional approach simplifying complex financial matters. Helping clients accumulate, preserve and enjoy their wealth.
 
Independent Financial Adviser 2.13 mi
Proactive, informed financial planning, investment and pension advice.
 
Independent Financial Adviser 2.9 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.