About Us

Adam was born in Manchester but now lives in the Peak District National Park. He is a proud father of two with more than 20 years’ experience in Financial Services.

He became Director of the firm in 2004, having been influential in the Company’s development from 1998 when he joined. Prior to Financial Services, Adam successfully completed a Bachelor of Science degree with Nottingham University.

Adam’s hobbies include Ju Jitsu in which he holds a black belt, hiking, snooker and watching most sports and DIY. Adam advises clients of all types daily, whether it be in a corporate or personal environment.

Fiona is a mother of two young children, whose career started as an administrator within the Company back in 2010. Keen to become a financial planner she quickly took on her learning and like the Directors of the firm became a Chartered Financial Planner in 2017. Prior to Financial Services Fiona completed a degree in Business Studies at Lancaster University.

Fiona is passionate about providing her clients with sound, clear, and holistic financial advice. She is a keen tennis fanatic and enjoys all aspects of keeping fit and spending time with her family.

Born in Newcastle-Under-Lyme and now living in Manchester, John joined the Company back in 2004 having previously graduated from University with a 2.1 in Financial Services. 

John’s main strength is explaining complex financial information into plain English. John’s passion is his clients and what he enjoys most about the job are the relationships that develop.

Jennifer currently lives in Stoke on Trent having grown up in Surrey, with her two children. She began working for Moffatt Financial Planning in 2021 as a trainee Mortgage Adviser having recently achieved her CeMAP qualification. Prior to this Jennifer worked for Lloyds Bank as a Banking Consultant for 20 years. She provides Mortgage Advice for Residential and Buy to Let clients whilst also providing the necessary protection tailored specifically to each client’s needs.

Jennifer enjoys spending time with her family, travelling and walking her dog in the local country park.