mowatt financial Planning

mowatt financial planning


"May I take the opportunity to thank you for the advice you gave myself and my wife in April this year when the financial markets were looking very black. Your assured, informed and measured advice at that time was of great value to us. You were able to take an overview of our financial position, collating all the various pensions, investments and liabilities and from that to give us a planned strategy to enable us to progress to a hopefully comfortable retirement. I have no hesitation in recommending your service for its sound and independent advice and found you at all times to be courteous, helpful, knowledgeable and efficient."

Alan Jones, Somerset

"I know, from working with Willie at Safe Home Income Plans (SHIP), how dedicated he is to ensuring high standards in financial services. Whenever there was a challenge to our ability to maintain our quest for a fair deal for the customer, I could always count on his support and trust his judgement. I believe that his clients will be able to trust and count on him in exactly the same way."

Laurie Edmans Chairman of SHIP, which sets and maintains standards for safe equity release plans.

"When I sought advice from Willie, he took time to understand me and exactly what I needed to help me plan for the future. He brought a genuinely independent view of the products available in the market and explained in plain English how the products worked and the strengths and limitations of each. I was particularly pleased with the clarity of our conversation about costs. This was transparent, clear and simple."

David Rhodes, York

"We have both worked for a number of years in the Financial Services industry but there is a big difference when you step outside and look at Financial Planning for your family. Willie maybe just starting out with Mowatt Financial Planning but has a wealth of experience to draw upon and apply to benefit his clients. Of equal importance to us is the way that Willie operates. We are not looking short term we want a longer term Financial Planning service. Willies patient and diligent approach supports this and gives us the confidence that we are getting advice that will deal with different scenarios not just a one off transaction. With Willie we have a trusted adviser not a salesman and in our experience there is a world of difference."

Paul and Hilary Delamere, York

"I have known Willie for many years having worked together at General Accident, CGU and Norwich Union. I can vouch for his professionalism and objectivity. These qualities allied to his broad understanding of financial products from life insurance to pensions put him in an ideal position as a financial adviser. "

Peter Hales, Non-exec Director Just Retirement

“I very much appreciated your professional advice over the most suitable type of Pension Fund for my requirements. You helped me build up my confidence to achieve the final and most worrying decision I had to make.”

Marta Hatfield, Easingwold

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