We are Mottram: Chartered Financial Planners
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.
Chartered Status:
We are proud to have been awarded the prestigious title: Chartered Financial Planners.
Only the UK’s premier financial planning firms qualify for Chartered status. 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.
Our services focus on a number of key areas:
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.
“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
“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