What we do

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.

Mottram Chartered Financial Planners - Our Process

To achieve this we have developed a structured ongoing advice process to help us ensure we are able to truly understand your aims and objectives – whether they are financial or non-financial – and react to changes in your circumstances.

Initial Meeting:

When we meet a client for the first time, our initial meeting is free. The aim of this meeting is to explain how we work, our ethos, our fees and to find out more about your requirements.

Information Gathering:

As well as gathering information about your current circumstances and financial situation, we also help you identity your goals, define your time frame and understand your attitude towards investment risk.

Research & Analysis:

Using the information gathered, we will assess your goals to determine what needs to be done to meet your objectives. We then prepare a financial plan detailing how to achieve your goals.


We will present and explain our recommendations to you, suggesting a bespoke mix of products and services that will work best for you.


Once you are happy to proceed, we then implement our recommendations for you.

Monitoring & Review:

We regularly review your plans and monitor investment performance so that you can adjust your financial planning as your circumstances change, so you remain on track.

Meet the Team.

We are extremely proud of the team that we have assembled. Visit our ‘Meet the Team’ page to put names to faces.

Meet the Team