mowatt financial Planning

mowatt financial planning

About Me

I've spent many years working in the financial services industry, qualifying as an actuary with Scottish Widows in 1989. I then held a number of senior management positions including a 2 year spell in France. Most recently I was Director of Retirement and Life Insurance products for Norwich Union (now Aviva).

This last role at Norwich Union convinced me that the best place to help individuals manage their wealth as it grows and then to use this wealth to provide income when needed lies with a financial planner.

Having originally graduated in Maths and Statistics, I've always had a passion for numbers. Financial Planning allows me to join up my love of numbers with helping people plan their finances.

In October 2008 I began giving financial advice working for Results Financial Limited based in Sheffield. Having now obtained direct authorisation from the Financial Services Authority, I've launched MFP, a new financial planning business based in Husthwaite, North Yorkshire.

My aim is to get the business up and running with an ethos of providing quality financial advice at a fair price. My hope is that I can provide a service that overcomes the scepticism that many people have towards financial advisers.

My vision is to exploit any opportunities which arise to expand the business while maintaining the personal touch and ethos.

Qualifications

BSc in Maths and Statistics - University of Edinburgh 1983

Fellow of the Faculty of Actuaries - 1990

Diploma in Financial Planning - Chartered Insurance Institute

I am currently studying to reach the Diploma level in Financial Planning.

Outside of work, my main interests are spending time with the family (Sheila and Calum); football (watching and playing); golf and travel.

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