mowatt financial Planning

mowatt financial planning

Welcome to Mowatt Financial Planning.

Will Mowatt IFA York, Thirsk, Easingwold, North Yoryshire, LeedsI'm Will Mowatt and I have established Mowatt Financial Planning (MFP) to provide professional independent financial advice to individuals and business owners. I have a broad experience in the financial services industry having started out as an actuary with Scottish Widows and then later being Director of Marketing with Norwich Union (now Aviva).

In my most recent role at Norwich Union I developed some innovative new propositions targeted at the retirement market. This work was founded on customer research which recognised the issues that customers have when dealing with financial advisers and product providers.

As a result of the work I had been responsible for at Norwich Union, I felt that the real power to help customers lay in the hands of financial advisers. In fact, with independent financial advisers who are able to provide the most appropriate solution without constraints tailored to meet individual needs. I became an independent financial adviser in October 2008.

 

I'm here to help with your financial needs whether you want to create a financial plan to support your future goals or whether you have more specific needs – I can help. As it’s my business, I can bring the personal touch to the services that I offer.

MFP is supported by leading industry companies:

Simply Biz (ranked among the Sunday Times Profit Track 100) provide compliance support.

True Potential provide a web based client administration system which allows individual clients real time valuations of their financial investments.

If you want to find out more, browse around the website and then give me a call or drop me an e-mail.

 

Testimonials

May I take the opportunity to thank you for the advice you gave myself and my wife in April this year... A.J. Somerset  More

 
Mowatt Financial Planning Limited is authorised and regulated by the Financial Services Authority.
Registered in England and Wales No: 6909105. Registered office: Old Coach House, Kay's Bank, Husthwaite, North Yorkshire YO61 4PB
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK