Business Details
Your Trusted Chartered Financial Planners in Bredbury
We are Mottram Financial Services, a Chartered Financial Planning firm dedicated to empowering clients through proactive, informed financial advice. Our team of highly qualified professionals specialises in crafting bespoke solutions for ambitious individuals, business owners, and those with accumulated wealth. With over a decade of Chartered status, we combine deep expertise in financial products, legislation, and taxation with cutting-edge technology to deliver client-centric strategies.Our structured advice process ensures we understand both financial and non-financial objectives, while our commitment to ongoing professional development maintains our position at the forefront of industry standards. We serve clients across the UK from our Bredbury base, prioritising long-term relationships built on trust, transparency, and demonstrable value.
Services
Financial Planning
Wealth Management
Pension Planning
Tax Planning
Estate Planning
Corporate Advice
Highlights and features
- We hold prestigious Chartered Financial Planner status, demonstrating industry-leading expertise.
- Our team combines deep knowledge of complex financial products with innovative technology solutions.
- We maintain rigorous continuing professional development standards for all advisers.
- We offer structured, transparent advice processes tailored to individual client needs.
- We serve clients nationwide while maintaining personal, long-term relationships.
Associations and certifications
- Chartered Insurance Institute (CII)
What people say
Professional transaction
Insight and professionalism
Pension heading positive direction
Services
Financial Planning
We create bespoke financial plans tailored to your unique goals and circumstances. Our structured approach combines cashflow modelling with investment analysis to ensure long-term financial security. Our Chartered advisers help clients navigate complex financial decisions with confidence.
Wealth Management
Our wealth management services blend specialist knowledge with sound investment judgment. We offer tailored portfolios aligned with your risk tolerance and financial objectives, supported by ongoing performance monitoring and regular reviews to maintain alignment with changing circumstances.
Pension Planning
We simplify complex pension arrangements through comprehensive retirement planning. Our experts help clients maximise their retirement income while navigating tax implications and legislative changes, ensuring informed decisions about pension transfers and drawdown strategies.
Tax Planning
Our integrated tax planning considers both personal and corporate tax implications. We identify legitimate opportunities to enhance tax efficiency across investments, pensions, and estate planning while maintaining full compliance with current legislation.
Estate Planning
We help clients prepare for the future through comprehensive estate planning solutions. Our approach considers inheritance tax mitigation, trust structures, and succession planning for both personal and business assets, ensuring your wishes are properly documented.
People
Nicola Rogan
Director & Chartered Financial Planner
Nicola holds an MBA and is a Fellow of the Personal Finance Society. With extensive experience in financial planning, she specialises in helping clients achieve long-term financial security through tailored investment strategies.
Peter Rogan
Director & Chartered Financial Planner
Peter combines his MBA with Chartered status to provide expert financial guidance. He focuses on corporate clients and business owners, helping them navigate complex financial decisions and succession planning.
Aidan Bennett
Chartered Financial Planner
Aidan is an Associate of the Personal Finance Society with expertise in wealth management. He helps clients build and preserve their financial assets through strategic investment planning and tax-efficient solutions.
Lindsey Thornes
Financial Planner
Lindsey holds the Diploma in Regulated Financial Planning. She specialises in pension planning and retirement advice, helping clients make informed decisions about their future financial security.
Dane Hunt
Financial Planner
Dane has achieved the Diploma in Regulated Financial Planning. He focuses on investment planning and tax-efficient strategies, providing clients with tailored solutions to meet their financial objectives.
Questions
What makes Mottram different from other financial advisers?
Our Chartered status demonstrates industry-leading expertise. We combine this with a client-centric approach, using technology to deliver tailored solutions while maintaining personal relationships.
Do you work with clients outside the local area?
While based in Bredbury, we serve clients throughout the UK. Our modern client portal enables seamless communication regardless of location.
How does your financial planning process work?
We follow a structured process: initial consultation, information gathering, research and analysis, recommendations, implementation, and ongoing monitoring to ensure your plan remains on track.
What qualifications do your advisers hold?
All advisers are members of the Chartered Insurance Institute. Many hold advanced qualifications like the Diploma in Regulated Financial Planning and pursue ongoing professional development.
How do you handle investment risk assessment?
We use cashflow modelling and statistical tools to assess your risk tolerance. This helps create investment strategies aligned with your financial goals and comfort level.
What happens if I have a complaint?
We have a formal complaints process. If unresolved, you can refer complaints to the Financial Ombudsman Service for independent review.
