Mottram Financial Services Limited
aka Mottram Chartered Financial Planners, Mottram Financial Services Limited
About
Mottram Chartered Financial Planners provide financial advice and planning services to individuals, commercial organisation and charities. Our aim is to deliver a professional service, tailored to your needs, based on high quality advice and access to products across the whole of the market.
Source: mottram-fs.co.ukContact & Location
Regulatory Information
- FRN
- 792126
- Status
- Authorised
- Date Authorised
- 3 April 2018
- Years Authorised
- 7 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 07091824
- Company Status
- Active
- Incorporation Date
- 1 December 2009
- Directors
- 2
- Accounts Category
- Unaudited Abridged
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66190
Team (7)
Peter David Rogan
ApprovedCertifiedNicola Rogan
ApprovedCertifiedLindsey Louise Thornes
CertifiedAidan James Bennett
CertifiedDane Karl Hunt
CertifiedIan William Elliott Kells
No longer requiredPeter Scott Lawson
No longer required
Quick Facts
- STOCKPORT, North West
- 7 years FCA-authorised
- 10 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 07091824
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.