We provide financial advice and planning services to individuals, commercial organisations 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
The value of investments can fall as well as rise and you might get back less than you invested.
The Financial Conduct Authority does not regulate estate planning, tax or trust 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.
Make an enquiry
To get in touch please call 0161 710 3050 or, alternatively, complete the following form.
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.
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.
“Thank you to Nicola for her insight and professionalism.”
“Thanks for all your help, I now feel my pension is heading in a positive direction.”
“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.”