mowatt financial Planning
I've spent many years working in the financial services industry, qualifying as an actuary with Scottish Widows in 1989. I then held a number of senior management positions including a 2 year spell in France. Most recently I was Director of Retirement and Life Insurance products for Norwich Union (now Aviva).
This last role at Norwich Union convinced me that the best place to help individuals manage their wealth as it grows and then to use this wealth to provide income when needed lies with a financial planner.
Having originally graduated in Maths and Statistics, I've always had a passion for numbers. Financial Planning allows me to join up my love of numbers with helping people plan their finances.
In October 2008 I began giving financial advice working for Results Financial Limited based in Sheffield. Having now obtained direct authorisation from the Financial Services Authority, I've launched MFP, a new financial planning business based in Husthwaite, North Yorkshire.
My aim is to get the business up and running with an ethos of providing quality financial advice at a fair price. My hope is that I can provide a service that overcomes the scepticism that many people have towards financial advisers.
My vision is to exploit any opportunities which arise to expand the business while maintaining the personal touch and ethos.
Welcome to Mowatt Financial Planning.
I'm Will Mowatt and I have established Mowatt Financial Planning (MFP) to provide professional independent financial advice to individuals and business owners. I have a broad experience in the financial services industry having started out as an actuary with Scottish Widows and then later being Director of Marketing with Norwich Union (now Aviva).
In my most recent role at Norwich Union I developed some innovative new propositions targeted at the retirement market. This work was founded on customer research which recognised the issues that customers have when dealing with financial advisers and product providers.
As a result of the work I had been responsible for at Norwich Union, I felt that the real power to help customers lay in the hands of financial advisers. In fact, with independent financial advisers who are able to provide the most appropriate solution without constraints tailored to meet individual needs. I became an independent financial adviser in October 2008.
I'm here to help with your financial needs whether you want to create a financial plan to support your future goals or whether you have more specific needs – I can help. As it’s my business, I can bring the personal touch to the services that I offer.
Simply Biz (ranked among the Sunday Times Profit Track 100) provide compliance support.
True Potential provide a web based client administration system which allows individual clients real time valuations of their financial investments.
Mowatt Financial Planning | 108, Long Street | Easingwold | York | YO61 3HX.
Mowatt Financial Planning Limited is authorised and regulated by the Financial Services Authority.