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MOTTRAM FINANCIAL SERVICES LIMITED

Company
MOTTRAM FINANCIAL SERVICES LIMITED (07091824)

MOTTRAM FINANCIAL SERVICES

Phone: 01617 103 050
C rating

ABOUT MOTTRAM FINANCIAL SERVICES LIMITED

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.

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.

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 has lived and worked in and around Manchester all his life. He has spent much of his professional career in Financial Services. He spent 19 years with the Scottish Provident before transferring to the advisory sector when he was invited to establish a financial planning arm for the then Hyde based general insurance broker John Booth & Co. He is qualified and authorised to advise on all aspects of financial planning and over the past 35 years has built an enviable reputation for his expertise in pension matters, including final salary transfers, and advising owner managed businesses.

Hazel was born and raised locally. Having previously been employed in legal services and the NHS in various administrative roles, she joined Mottram Financial Services with responsibility for managing our busy office. As well as having broad responsibility for the firm’s administration, including business submissions and collation of investment reviews, she also oversees our compliance function.

Linda joined Mottram Financial Services with our acquisition of John Booth & Co. in 2016. Linda has worked in financial services for over 20 years and has wide-ranging experience of providing general administrative support relating to all aspects of financial planning. She offers a calm and efficient service, deals with client queries, and is now working to ensure we provide continuity of service to the former clients of John Booth & Co.

Business Support

Aidan joined Mottram Financial Services in 2017. He is working towards his Diploma in Financial Planning and once he has finished training as a paraplanner he is aiming to become a Financial Planner. His duties include report writing and product research, as well as providing administration support. He also gathers valuations and helps keep our back-office systems 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.

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.

Choosing the right financial planner is an important decision. As a chartered firm, we seek to develop long-term relationships, giving our clients the reassurance that there is always an expert on hand to give guidance. Please contact us for more information on the services we offer.

KEY FINANCES

Year
2017
Assets
£37.06k ▼ £-25.57k (-40.82 %)
Cash
£0k ▼ £0k (NaN)
Liabilities
£139.44k ▲ £121.22k (665.23 %)
Net Worth
£-102.38k ▼ £-146.79k (-330.53 %)

REGISTRATION INFO

Company name
MOTTRAM FINANCIAL SERVICES LIMITED
Company number
07091824
Status
Active
Categroy
Private Limited Company
Date of Incorporation
01 Dec 2009
Age - 15 years
Home Country
United Kingdom

CONTACTS

Website
www.mottram-fs.co.uk
Phones
01617 103 050
Registered Address
THE MANOR HOUSE,
2 MARKET PLACE MOTTRAM,
HYDE,
CHESHIRE,
SK14 6JD

ECONOMIC ACTIVITIES

66190
Activities auxiliary to financial intermediation n.e.c.

LAST EVENTS

12 Dec 2016
Micro company accounts made up to 31 March 2016
08 Dec 2016
Confirmation statement made on 1 December 2016 with updates
07 Dec 2016
Registration of charge 070918240001, created on 30 November 2016

CHARGES

30 November 2016
Status
Outstanding
Delivered
7 December 2016
Persons entitled
John Booth & Co. Financial Services Limited John Booth & Co Holdings Limited
Description
Land: all freehold and leasehold properties, all commonhold…

See Also


Last update 2018

MOTTRAM FINANCIAL SERVICES LIMITED DIRECTORS

Peter David Rogan

  Acting PSC
Appointed
01 December 2009
Role
Secretary
Address
4 Braemore Drive, Broadbottom, Hyde, Cheshire, SK14 6JX
Name
ROGAN, Peter David
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Nicola Rogan

  Acting PSC
Appointed
01 December 2009
Occupation
None
Role
Director
Age
53
Nationality
British
Address
4 Braemore Drive, Broadbottom, Hyde, Cheshire, SK14 6JX
Country Of Residence
England
Name
ROGAN, Nicola
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Peter David Rogan

  Acting
Appointed
01 December 2009
Occupation
None
Role
Director
Age
56
Nationality
British
Address
4 Braemore Drive, Broadbottom, Hyde, Cheshire, SK14 6JX
Country Of Residence
England
Name
ROGAN, Peter David

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