Our Purpose, Vision and Values
About the business.
Mottram Financial Services is a chartered firm of independent financial advisers.
We are a privately owned and managed practice, providing advice on financial planning, wealth management, pensions, investments, personal tax, estate planning and corporate solutions to individuals, commercial organisations and charities.
Our Purpose
Our purpose is to provide proactive, informed financial advice to our clients; empowering them to make the most of their money and get the most out of life.
Our Vision
Our vision is to be a trusted adviser that understands our clients’ objectives and delivers innovative solutions; providing them with all the information they need to make informed choices.
Our Values
These are the beliefs that shape our culture and performance. These principles are the behaviours expected of all our employees.
Company values:
We care for our clients, colleagues, community and environment; we want our customers and co‑workers to feel they are part of our extended family.
We work hard to develop long-term relationships with our clients; we seek to give them reassurance that there is always an expert on hand to help guide them.
We strive for the highest professional standards, relevant qualifications and adopt innovative working practices; we are committed to being a Chartered Firm, providing an efficient, client centred service, supported by modern technology.
We encourage each other to take ownership, collaborate, be curious and creative; we aim to develop a multi-skilled, highly trained workforce, where everyone can reach their potential.
We share our experience and knowledge; we want a culture where everyone is valued, feels comfortable to explore, is able to be different and can speak up.
