Stephen Mottram Email & Phone Number

I have worked in financial services since 1999 and provide bespoke advice to individuals, trustees, businesses and fellow professionals, helping them with practical solutions to a variety of financial issues.My advice covers all areas of wealth management, including retirement planning, wealth protection, savings and investment planning and mortgages. I also hold the Later Life Adviser Accreditation (LLAA) and am a member of the Society of Later Life Advisers (SOLLA), providing specialist guidance to clients, their families, and to other professionals working with clients on later life issues such as care fees planning and equity release*. Please visit www.srmfinancial.co.uk for further details.As an Associate Partner Practice of St. James's Place Wealth Management based in north Nottinghamshire, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.Your home may be repossessed if you do not keep up repayments on your mortgage.*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

Listed skills include Retirement Planning, Long Term Care Insurance, Long Term Care, Pensions, and 20 others.