financial planningfinancial planning

Financial Planning

Whether you are a private or corporate client, we offer an individual approach to financial planning, helping you understand where you are and where you want to go.

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Wealth Management

We blend specialist knowledge, experience and sound judgement to provide a range of investment options tailored to your needs.

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Pension Planning

Pensions and retirement planning can be complex. We use our expertise to help our clients cut through this complexity so that they can make informed choices.

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Tax Planning

Effective tax planning is an integral part of our advice process, whether you are a private or corporate client.

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Estate Planning

It makes sense to prepare for the future, whether it is for you, your family or business, and we encourage our clients to put in place appropriate estate planning arrangements.

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Protection Planning

Having the right protection policies in place can help provide peace of mind when it is needed most.

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Business Advice

Many of our clients are entrepreneurs, business owners or senior managers, who look to us to provide them with financial planning and consultancy services to support them and their businesses.

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Corporate Benefits

In an increasingly competitive employment market, providing the right benefit package can have a significant impact on recruiting and retaining the right people for your organisation.

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We provide financial advice and planning services to individuals, commercial organisation and charities.

Mottram Financial Services is a Chartered Firm of Independent Financial Advisers

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 the market.

We advise ambitious and successful clients who recognise the value of advice and who want to gain the maximum benefit from professional financial planning. Our clients are generally higher earners, business owners, or those with accumulated wealth. We use our expertise to provide bespoke solutions; skilfully blending both simple and more complex products and strategies to add significant value.

With an ever increasing array of financial products, coupled with the growing complexity of legislation and taxation, choosing the most appropriate course of action can be overwhelming. Our clients rely on our expertise to guide them whatever their financial needs.

Our services focus on a number of key areas:

  • Financial planning
  • Wealth management
  • Pension planning
  • Tax planning
  • Estate planning
  • Corporate advice

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Chartered Status

We are proud to have been awarded the prestigious title: Chartered Financial Planners.
This means you can be confident that you are dealing with professionals wholly committed to providing you with the best possible advice, service and support.

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About us

Meet the team

All our advisers are members of the CII and undertake a structured programme of continuing professional development (CPD) activity to ensure their skills and knowledge are up-to-date.

Further Information

What to expect

We provide informed, professional and independent advice.

Our service is tailored to your individual requirements, delivering a personal approach to your financial plans.

Further Information
“Thank you to Nicola for her insight and professionalism.”
Mr KL, Stalybridge
“Thanks for all your help, I now feel my pension is heading in a positive direction.”
Mr AC, Manchester
“Thanks to you and your company, a very professional transaction for which I thank you. I would not hesitate to use your services again, or recommend you to anyone.”
Mr HV, Ashton