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Financial Planners

Motus Financial Planning

Motus Financial Planning is a financial services company based in London, England. They specialize in providing expert financial planning services to individuals and businesses. Their team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized strategies and solutions. Motus Financial Planning is committed to providing exceptional service and guidance to their clients, ensuring that they receive the best possible outcomes.

Introduction to Motus Financial Planning

Motus Financial Planning is a financial services company that provides expert financial planning advice to individuals, families, and businesses. The company was founded with the goal of helping people achieve their financial goals and has been serving clients for over a decade. What makes Motus unique is their personalized approach to financial planning, tailoring their services to meet the specific needs of each client.

Services & Products

Motus Financial Planning offers a range of services, including retirement planning, investment advice, tax planning, insurance planning, and estate planning. Their team of experienced financial planners work closely with clients to create customized financial plans that meet their unique goals and needs. Clients can also access a variety of investment products, including mutual funds, stocks, and bonds.

Location

Motus Financial Planning is located in the heart of London, on Cannon Street. The area is known for its bustling financial district, with many businesses and financial institutions located nearby. Clients can expect a professional and sophisticated atmosphere, with easy access to public transportation. The closest public transportation options are Cannon Street Station (0.1 miles), Bank Station (0.3 miles), and Monument Station (0.3 miles).

Benefits

Clients who choose Motus Financial Planning can expect personalized attention, expert financial advice, and a commitment to helping them achieve their financial goals. The company's team of experienced financial planners are dedicated to providing exceptional service, and their customized approach ensures that each client's unique needs are met.

Good to Know

Customers should be aware that Motus Financial Planning is a fee-only financial planning firm, meaning that they do not receive commissions for selling products. This ensures that their advice is completely unbiased and in the best interest of their clients.

Reviews

Customers have consistently praised Motus Financial Planning for their personalized approach to financial planning and their commitment to helping clients achieve their goals. Many clients have noted that their financial situation has improved significantly since working with the company, and they appreciate the high level of expertise and professionalism of the financial planners.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
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    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    free consultation
  • amenity
    online account access

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and insurance planning.

How do you customize financial plans to fit individual clients?

We take the time to get to know each client's unique financial situation, goals, and risk tolerance. From there, we create a customized financial plan that addresses their specific needs and objectives.

What are your fees and how are they structured?

Our fees are based on a percentage of assets under management. The exact percentage varies depending on the size of the client's portfolio. We also offer hourly and project-based fees for clients who prefer those options.

What professional qualifications do your financial planners have?

Our financial planners hold various professional qualifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Planner (ChFP). They also undergo continuing education to stay up-to-date with the latest industry developments.

Can you provide references or testimonials from satisfied clients?

Yes, we have many satisfied clients who have provided testimonials about our services. We would be happy to provide references upon request.