About Us

Moffatt Financial Planning has been providing financial advice since 1967. We’ve helped clients of all types including private individuals, small businesses and medium sized companies.

All our Financial Planners have achieved Chartered Financial Planner status, demonstrating our commitment to developing and maintaining our skills and technical knowledge.

No two clients are the same and our advice spans a wide range of areas from arranging family and mortgage protection, tax planning, buying a first home or planning your retirement.

As a privately-owned firm, our independent advice is unbiased towards any product, provider, or solution. Our ethos is based on a wide-ranging, thorough and impartial analysis of the market and your individual needs. No matter how complex your circumstances, we will provide the best solution for you.

Our values are clear – to protect and grow our clients’ wealth and provide an excellent service built on trust, value, and integrity.

Adam Rowbottom

Chartered Financial Planner and Director of Moffatt Financial Planning Ltd

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 Duggan

Chartered Financial Planner

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.

John Smith

Chartered Financial Planner and Director of Moffatt Financial Planning Ltd

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 East Ba Hons CeMap

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.

Contact us

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You can also call us on

0161 226 5002​

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