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 286 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!