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 x clients receiving ongoing financial advice.

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WHO WE ARE

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.

SERVICES

I offer both financial advice and financial planning services to individual clients and also to small business owners.

Independent Financial Advice

These are services designed to help you make tactical decisions about a particular aspect of your financial life.

These services might be appropriate for you if simply want independent, unbiased advice in one or two areas.

I am able to offer independent financial advice to individual clients and small business owners. These are services designed to help you make tactical decisions about a particular aspect of your financial life.

Financial Planning

This service combines your established life goals with lifetime financial planning to develop a powerful, meaningful and practical strategy to ensure success in all aspects of your financial life.

Through an initial meeting we can jointly agree which approach is right for you.

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.

TESTIMONIALS

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ALAN JONES,

SOMERSET

 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

LAURIE EDMANS, 

CHAIRMAN OF SHIP

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.

DAVID RHODES,

YORK

 I was particularly pleased with the clarity of our conversation about costs. This was transparent, clear and simple

PAUL & HILARY DELAMERE,

YORK

Will's patient and diligent approach 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.

PETER HALES,

NON-EXEC DIRECTOR AT

JUST RETIREMENT

 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.

MARTA HATFIELD, EASINGWOLD

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.

CONTACT ME

Will Mowatt

108, Long Street

Easingwold

York

YO61 3HX

Tel: 00 44 (0) 1347 238080

Mob: 077 77 66 37 66

will@mowattfp.co.uk

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.

©2019 by Mowatt Financial Planning.