Moffatt Financial Planning Ltd

Adam Rowbottom Bsc (Hon) APFS

Adam is the Director of Moffatt Financial Planning Ltd.
He is a Chartered Financial Planner, with 13 years Industry experience. Adam has been with the firm since its inception and has a wealth of experience in all fields of the financial planning spectrum.

Adam is married to Yvette with two children, Hannah & Alexander and lives in the Peak District. He is a newly found addict of Scuba Diving and Skiing and regularly attends Ju Jitsu classes in his attempts to fend off the inevitable old age! His other interests include Football (Man Utd,) snooker, cricket and hill walking with the occasional mountain thrown in for good measure. Adam also carries out regular charity fundraising, including climbing Kilimanjaro and annual Bupa 10km runs.

John Smith BA (Hon) FPFS

John has been employed within the Financial Services sector since 1997, and has been an IFA since 2000.

Professional Qualifications:

• Chartered Financial Planner
• Fellow of the Personal Finance Society (FFPS)

John has been with Moffatt Financial Planning Limited since 2004, previously working as an IFA for a company in Stoke on Trent. John also teaches Financial Planning at a college in Newcastle Under Lyme.

Rachel Gu MSc Cert PFS

Rachel joined Moffatt Financial Planning Limited in 2007 after finishing her Masters degree at the University of Manchester. Rachel works closely with Adam and John to provide support services, research on products and produce valuation reports for clients.

Rachel is very keen on progressing to be a Financial Adviser. She is currently studying towards the Diploma in Financial Planning after obtaining the CertPFS status last year.

In her spare time Rachel enjoys travelling, photography and a range of sports including swimming, running, badminton and yoga. She also takes part in the Bupa Manchester 10K Run every year and had used the opportunity to raise fund for various charities including Christies and CAFOD.