WELCOME TO

MOWATT FINANCIAL PLANNING

Mowatt Financial Planning is an Easingwold based financial planning firm which provides advice to individuals and small businesses. The business was set up in 2009 by Will Mowatt.

We provide financial advice ranging from specific advice on investments and pension to advice on retirement planning, inheritance tax planning and care fees planning in later life.

All initial advice is provided under a fixed fee agreement which gives clients transparency and certainty of the cost of advice.

The business now has over 300 clients receiving ongoing financial advice.

WHO WE ARE

We are now a team of four. As well as lots of financial services experience, we also have life experience.

Unfortunately the team photo was taken pre-lockdown but we aim to have Becca in the team photo as soon as permissible!

MEET THE TEAM

HOW WE WORK

We provide financial advice from holistic retirement planning to specific advice around investments,
pensions, inheritance tax planning and care fees planning.

OUR CLIENTS

From no clients on day 1, the client base has built up to a level which now supports four staff.

MFP IN THE COMMUNITY

As an Easingwold business and with all of us being local to the area, being part of the community, it is very important to play a part in supporting the local community.

CONTACT US

108, Long Street

Easingwold, York

YO61 3HX

+44 (0) 1347 238080

077 77 66 37 66

will@mowattfp.co.uk