Tim Mottram

What were the circumstances that caused you to initially look for an adviser?

Onerous statutory requirement concerning private pension

How has Tim Mottram helped you?

Tim went above and beyond the call of duty to find me a solution to a tricky pension problem, where several other advisors had failed before.

Have you seen the outcome you were hoping for?

We got to the desired outcome

What could they have done better?

Tim played his part perfectly

What were the circumstances that caused you to initially look for an adviser?

Tim had been recommended to me by a work colleague when I was initially looking to combine my existing private work pensions into one fund and adjust contributions, as well as advise into adjustments to the investment level.

How has Tim Mottram helped you?

From the first meeting Tim has been a fantastic support, and has remained so every step of the way. He showed genuine interest not only in my finances but in me as a person, asked a lot of relevant questions about what I was looking for and my long-term plans. He gave expert advise on the best way to handle the pension funds and the level of risk would be best suited for investments, as well as provided general financial advise. I felt in the best of hands at all times, and as an added bonus Tim is an incredibly lovely person who's a joy to be around.

Have you seen the outcome you were hoping for?

Yes, Tim helped me with what I initially wanted to do, and beyond that advised on the best approach to achieve maximum benefits from my pensions long-term. As someone who has very little financial acumen I was very grateful for his guidance, and I'm very happy with the results.

What could they have done better?

Nothing I could think of, it all went great!

Please provide a brief comment about your experience with Tim

Extremely professional, very honest and matter-of-fact, confident and assuring. I learnt a lot and will absolutely use him for investments in the future

What were the circumstances that caused you to initially look for an adviser?

We needed life and income protection and needed help and advice in applying for this and Tim has been great!!

How has Tim Mottram helped you?

Tim has been really thorough and advised us on what policy to take, but giving us options with all the information so we can make a decision. He has made the process really transparent and kept us well informed along the way! He is really helpful, goes above and beyond and we would recommend him to our friends and family for all their protection needs!! If we need anything in the future in his line of work, we would definitely come back to see if he could help as a first port of call!

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing, Tim has been great - thankyou!!

What were the circumstances that caused you to initially look for an adviser?

We recently acquired another company and recognized the importance of having key person insurance in place to protect our business in the event of unforeseen circumstances. Additionally, I was seeking to review my personal life insurance and critical illness cover. My health history is somewhat complex, and I was apprehensive about finding an advisor who would understand my needs and provide non-judgmental support.

How has Tim Mottram helped you?

Tim's empathy and understanding immediately put me at ease. He took the time to thoroughly understand my personal and business circumstances, and he patiently explained the different insurance options available. He never made me feel rushed or pressured, and he answered all my questions with clarity and expertise. Tim's ability to connect on a personal level, while maintaining a high degree of professionalism, was invaluable. He made a potentially daunting process feel manageable and even enjoyable. He found solutions that perfectly fit my needs, and he guided me through the application process with efficiency and care.

Have you seen the outcome you were hoping for?

Absolutely. Thanks to Tim's guidance and expertise, we now have comprehensive key person insurance in place for our business, providing peace of mind and financial security. I also have the personal insurance coverage I need, tailored to my specific health circumstances. Tim exceeded my expectations, and I have complete confidence in his ongoing support and advice. I wouldn't hesitate to recommend Tim to anyone seeking a financial advisor who is not only knowledgeable and professional, but also genuinely cares about his clients' well-being. He has a true gift for making the complex world of finance and insurance approachable and understandable, and he goes above and beyond to ensure his clients feel heard and supported.

What were the circumstances that caused you to initially look for an adviser?

Keyman cover needed

How has Tim Mottram helped you?

Easy to understand advice

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

We wanted to mitigate our key people risk by insuring against the loss or temporary restriction of key leaders.

How has Tim Mottram helped you?

Tim has been outstanding in helping us secure key man cover for our business. His expertise, professionalism, and attention to detail made the process seamless and stress-free. Tim took the time to understand our specific needs and delivered a tailored solution that ensures our business is well-protected. His dedication to excellent customer service was evident throughout. Highly recommend Tim for his exceptional service!

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

I didn’t have one previously

How has Tim Mottram helped you?

Great advice and friendly service

Have you seen the outcome you were hoping for?

Hopefully soon!

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Feeling lost and having no clue about financials!

How has Tim Mottram helped you?

Everything! Tim has set up our pensions for us. Coached us on how to communicate best with accountants. Taught us about investments and savings. Gave us confidence in our product.

Have you seen the outcome you were hoping for?

Absolutely and more! Tim has given us confidence in financial planning, a more awareness of where our money is going and the best place to put it.

What were the circumstances that caused you to initially look for an adviser?

Recommended by a friend, so reached out to Grey Parrot

How has Tim Mottram helped you?

Tim helped me understand how much i needed to make sure me and my family are protected

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I thought everything was great, each stage was explained and communicated so i understood

What were the circumstances that caused you to initially look for an adviser?

Needed to set up a private pension

How has Tim Mottram helped you?

He gave great advice on the product

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I wanted to start a pension

How has Tim Mottram helped you?

Gave me pension advise & set up a pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Overall I was very pleased with the service

What were the circumstances that caused you to initially look for an adviser?

Introduction to Tim via a trusted colleague

How has Tim Mottram helped you?

Tim helps us in all aspects of my business and has become a trusted advisor

Have you seen the outcome you were hoping for?

Yes, Tim has been extremely helpful and trusted through the whole process

What could they have done better?

Tim exceeded my expectations across all areas

What were the circumstances that caused you to initially look for an adviser?

Recommendation

How has Tim Mottram helped you?

Tim helps us in various aspects of my business and personal finances

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing

What were the circumstances that caused you to initially look for an adviser?

We are new business owners and was looking for some advice on where best to invest our profits. Also how to secure the safety of the business and our futures.

How has Tim Mottram helped you?

Tim gave excellent clear advice which was easy to understand and follow. He was warm, encroaching and understood exactly what we needed. He arranged our pensions to be set up, made sure we had the correct insurance to keep us safe and has made excellent suggestion for our business in the future.

Have you seen the outcome you were hoping for?

Absolutely. We wouldn’t be where we are today without Tim’s advice.

What could they have done better?

Not a thing!

What were the circumstances that caused you to initially look for an adviser?

Recently bought in to business and found that during my varied business career I had amassed a number of pensions which were mostly frozen. As a result, I wanted to plan for the future and this was a good starting point.

How has Tim Mottram helped you?

He has helped me find the best pension that I have and is now in the process of moving my others pensions in to that one to give me the best chance of having the best retirement I can get. He has also explained in details about my pensions and what is required to maximise my fund.

Have you seen the outcome you were hoping for?

All still in process but if all goes to plan this would be the best decision I have made in a long time.

What could they have done better?

Appointed Tim sooner

What were the circumstances that caused you to initially look for an adviser?

Life insurance required for our families security

How has Tim Mottram helped you?

With clear and concise advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing