Who are we?

We’re a group of forward thinking, proactive and enthusiastic financial planners, who’ve worked together for a number of years.

Motus Financial Planning came into being because we all believe in a refreshingly different approach to financial planning.

We see it, fundamentally, as being about making sure your money can help you to do the things you want to.

Our advisers are all highly qualified and experienced; two of our directors also hold Chartered Financial Planning status, a prestigious internationally recognised qualification, which only a select number of advisers attain due to its strict criteria and rigorous testing. As the gold standard of the profession, this is seen as an indication of professionalism, ethical practice and expert knowledge.

We are also affiliates of the Society of Trust and Estate Practioners (STEP), a global association for professionals who specialise in family inheritance and succession planning and who are recognised around the world for their expertise.

*By clicking the STEP link, you are departing from the regulatory site of Motus Financial Planning Ltd. Neither Motus Financial Planning Ltd nor Quilter Financial Planning is responsible for the accuracy of the information contained within the linked site.

We place great importance on being a friendly and approachable team. Our main priority is always to offer clear and practical advice which works for you.

It may sound a cliché but we aim to be totally client centric. That’s why we will put you and your requirements at the heart of all we do. So while we may know our numbers inside out, it’s certainly not a numbers game for us.

As well as our office in the City of London, we also have a presence in Cardiff, whichever is most convenient for you.

We think you’ll find we’re a bit different from your traditional Financial Adviser practice so if you’re looking for a modern, dynamic and innovative group, you’ve come to the right place!