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MOTTRAM FINANCIAL SERVICES LTD

4.9/5 (96)
NameMOTTRAM FINANCIAL SERVICES LTD
Address2 Market Place, The Manor House, Mottram, Hyde, Tameside SK14 6JD
Phone 01617103050  
Email ID
SpecialityWealth Management, Profit Extraction, Auto-Enrolment, Corporate Investments and Advice, Business Wills, Pension Schemes, Employee Benefits Solutions, Business Protection, Loan and Keyman Cover, Pension, Tax, Estate & Financial Planning
AboutMottram Financial Services Ltd is a privately owned financial planning firm in Hyde that offers financial advice and planning services to individuals, commercial organisations and charities. They aim to deliver a professional service, tailored to your needs, based on high-quality guidance and access to products across the whole of the market. Nicola Rogan and Peter Roga are directors and chartered financial planners of the Mottram Financial Services Ltd. Nicola is a member of the PFS and has the distinction of being dual qualified as a chartered financial planner and chartered insurer. Peter specialises in wealth management, tax planning and advising owner-managed businesses. Their clients are generally higher earners, business owners, or those with accumulated wealth. They use their expertise to give bespoke solutions; skilfully combining both simple and more complex products and strategies to add significant value.
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