Adam Rowbottom BSc(Hons)
Adam Rowbottom is an Independent Financial Advisor with over 12 years experience in the financial services industry.
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) Cert PFS
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 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.
Moffatt Financial Planning Limited
Moffatt Financial Planning Limited was 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.
Moffatt Financial Planning Ltd. 396 Wilmslow Road, Withington, Manchester, M20 3BN.
Registered in England No.3638891
Moffatt Financial Planning Limited is regulated by the Financial Services Authority for mortgage and investment advice.
Telephone: 0161 434 8416