Stephen Mottram
BA(Hons), DipPFS
With over 25 years of experience in the financial services industry, I help individuals, families and business owners make informed decisions about their financial future. My expertise spans retirement planning, investment management, estate planning, wealth preservation and long-term financial strategies, providing clients with clear, practical advice tailored to their goals and circumstances.
I also hold specialist expertise in later life financial planning. As a full member of SOLLA (Society of Later Life Advisers) since 2013 and a holder of the Later Life Adviser Accreditation (LLAA), I support clients in navigating the financial considerations that arise in later life, including care fees planning, helping them protect their assets and make informed decisions with confidence and peace of mind.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
