Adam Rowbottom BSc(Hons) Chartered Financial Planner

Adam Rowbottom is a Chartered Financial Planner with over 12 years experience in the financial services industry and is an Associate of the Personal Finance Society.

An Honours graduate, he embarked on his career as a financial advisor in 1996, quickly achieving the Financial Planning Certificate.

He recognised the importance of independent financial advice and moved from a tied position to a roll of Independent Financial Advisor with Moffatt & Co. Chartered Accountants in 1999.

He is now director of Moffatt Financial Planning Limited.

Adam holds the Financial Planning Certificate, Advanced Financial Planning Certificate including the G60 and K10 qualifications, which allow him to deal with complicated occupational pension transfers.

Adam achieved the highly coveted Chartered Financial Planner status in June 2008.

This qualification is held by just a few Financial advisers in the Country and is the highest recognised qualification the Industry has to offer. This status is also held in high regard by the regulator, the Financial Services Authority.

He is well experienced in providing all forms of pensions, investment and mortgage advice and assisting in other areas such as life insurance and protection.

During his career, Adam has gained excellent experience in dealing with a range of clients on both an individual and corporate basis. He is well aware of the importance of understanding a client's needs and tailoring financial planning advice to best suit those needs.

John Smith BA(Hons) Chartered Financial Planner

John joined the profession in 1997 after completing his degree in Financial Services. John joined Moffatt Financial Planning Limited in 2004 as an Independent Financial Planner.

Specialising in designing investment strategies for private clients and both private and corporate pension schemes, he has experience in advising clients in all aspects of the creation and preservation of wealth.

John holds numerous qualifications including Financial Planning Certificate, Advanced Financial Planning Certificate and also achieved the highly coveted Chartered Financial Planner status in 2007. He is also a Fellow of the Personal Finance Society.

He is a positive and highly motivated individual and enjoys being able to help the company’s clients realise their dreams, aspirations and ambitions.

John teaches Financial Planning at a college in Newcastle Under Lyme in his spare time.

Rachel Gu MSc Cert PFS

Rachel joined Moffatt Financial Planning Limited in 2007 after finishing her Masters degree at the University of Manchester. Rachel works closely with Adam and John to provide support services, research on products and produce valuation reports for clients.

Rachel is very keen on progressing to be a Financial Adviser. She is currently studying towards the Diploma in Financial Planning after obtaining the CertPFS status last year.

In her spare time Rachel enjoys travelling, photography and a range of sports including swimming, running, badminton and yoga. She also takes part in the Bupa Manchester 10K Run every year and had used the opportunity to raise fund for various charities including Christies and CAFOD.

Moffatt Financial Planning Limited

Moffatt Financial Planning Limited are a firm of Chartered Financial Planners *, born out of Moffatt & Co, Chartered Accountants.

The accountancy practice was founded in 1967 with just a handful of clients. Over the years, it has grown considerably, almost entirely due to the recommendation of existing clients.

Throughout their history, the Chartered Accountancy practice provided financial planning advice but in 1998 it was decided to appoint a specialist advisor to develop this side of the business.

In November 2001 this was taken a step further with the launch of Moffatt Financial Planning Limited.

This enabled our qualified financial advisor, Adam Rowbottom to take a stake in the business and to make plans for its future development.

Moffatt Financial Planning are in close contact with Moffatt & Co. Chartered Accountants and this gives them access to the highest level of tax advice.

Moffatt Financial Planning Limited share offices with Moffatt & Co. Chartered Accountants in Withington, Manchester.

* our advisers are individually authorised by the CII as Chartered Financial Planners. MFPLtd does not wish to imply it is authorised as a Chartered Firm by the CII