We seek to act responsibly and with the highest standards of integrity at all times.
We are a privately owned and managed financial advice practice, specialising in financial planning, wealth management, pension planning, tax planning, estate planning and corporate advice.
Based in Manchester, the majority of our customers are located in the North West and Peak District, although we serve customers throughout the UK.
Nicola Rogan – MBA FPFS ACII
Director & Chartered Financial Planner
Nicola was brought up in Manchester and has spent much of her career in Financial Services, working for a number of insurance companies, including National Mutual and LV=. Following a successful sales career, she decided to move into the advisory sector and established Mottram Financial Services with Peter. She is qualified and authorised to advise on all aspects of financial planning and is recognised within the industry as an expert in complex pension matters, including final salary pension transfers and auto enrolment.
Nicola is a Fellow of the PFS and has the distinction of being dual qualified as a Chartered Financial Planner and Chartered Insurer.
Peter Rogan – MBA FPFS
Director & Chartered Financial Planner
Peter is originally from Cumbria and moved to Manchester in 1993, when he began working in government relations for one of the region’s biggest businesses. Having enjoyed a successful corporate career he decided to change direction and embarked on a career in Financial Services. Having trained and worked at a number of local advisory practices, he went on to establish Mottram Financial Services with Nicola. He is qualified and authorised to advise on all aspects of financial planning and pension matters. He specialises in wealth management, tax planning and advising owner managed businesses.
Peter is a Chartered Financial Planner, Fellow of the PFS and holds an MBA.
Ian Kells – ACII DipPFS
Chartered Financial Planner
Ian has spent his professional career working in financial services. He has held several senior roles within advisory practices in and around Manchester. Prior to this he worked for a number of insurance companies, including NPI, Scottish Provident and Clerical Medical. He is qualified and authorised to advise on all aspects of financial planning and pension matters. He specialises in wealth management and corporate advice, where he has developed significant experience designing and delivering employee benefit packages.
Ian is dual qualified as a Chartered Financial Planner and Chartered Insurer.
Lindsey Thornes – DipPFS
Lindsey has lived and worked in Manchester all her life. Lindsey’s career in financial services began when she joined Standard Life, before moving into advisory practice. She is a qualified and authorised Financial Planner providing advice on a wide range of financial matters. Her ambition is to become a Chartered Financial Planner in the near future.
Lindsey holds a Diploma in Regulated Financial Planning.
Derek lives in the local area and has worked in the financial services profession for nearly four decades, with experience of both advisory and technical roles. Prior to joining Mottram Financial Services, he worked for a large financial advice network where he was a Compliance and Technical Specialist. He has overall responsibility for the day-to-day management of our busy office, ensuring that our administrative functions operate efficiently, dealing with HR issues and supporting the management team to monitor and maintain regulatory compliance.
Aidan Bennett – DipPFS
Aidan is working towards his Advanced Diploma, with a view of becoming a Chartered Financial Planner. As our Senior Paraplanner, he co-ordinates our paraplanning function. His duties include analysing client fact finds, researching the market place for appropriate solutions and drafting suitability reports. He also helps collate client reviews and construct cashflow reports.
Hazel has previously worked in various administrative roles in legal services and the NHS. She provides general administration support and co-ordinates our back-office systems. Her responsibilities include business submissions and collation of investment reviews.
George joined us as after finishing his A-levels and is looking to progress his career in financial services. He is a keen rugby player and also holds the Duke of Edinburgh Gold Award. As well as providing administration support, he also gathers valuations and helps keep our back-office systems up-to-date.
Customer Services Administrator
Dane joined us after studying A-levels at Ashton Sixth Form. He is looking to progress his career in financial services and has begun to sit his professional exams. Outside of work, he is an avid Brazilian Jujitsu Practitioner. His key responsibility is customer servicing, dealing with a range of routine requests, enquiries and co-ordinating regular administrative activities.
Business Support Administrator
Sami lives in Manchester and his career in financial services began when he joined a local stockbroking service, having completed a degree in Business Management. His ambition is to become a financial adviser and has completed a number of investment exams. As well as providing administration support, he also gathers valuations and helps keep our back-office systems up-to-date.
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.
As independent financial advisers, we are able to recommend products and services from across the market and are not tied to any particular provider.
We operate an explicit charging structure and will agree a fee with you before we commence work. This may either be paid directly by you or deducted from any plans that we arrange on your behalf. If an ongoing service is agreed with you then an ongoing fee will also be levied.
Fees will typically be charged as a fixed fee, an hourly rate, a percentage of funds invested or a combination of one or more of these. We may receive commission payments for arranging some non-investment related financial products.