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.

Chartered Financial Planners

Our services focus on a number of key areas:

financial planning


We offer a bespoke approach to financial planning, helping you understand where you are and where you want to go.

wealth management


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

pension planning


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

tax planning


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

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 arrangements.

estate planning


Many of our clients are entrepreneurs, business owners or senior managers, who look to us to provide them with advice to support them and their business.

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