Vic Mortlock
Dip PFS Cii (Life & Pensions) MAQ
I pride myself in providing invaluable service to all of my clients. I plan holistically for all clients, incorporating their existing arrangements and addressing all areas that impact their short, medium, and long term plans.
About
I pride myself on my extensive knowledge of the NHS Pension and all of the issues around annual allowance and the lifetime allowance. I provide medical professionals with help, advice and solutions.
Mortlock Wealth Management was established when its Principal accepted an invitation to join St. James's Place.
Vic has over 25 years experience in the Financial Services arena of which a large percentage has been spent helping doctors and their families meet their financial goals. Vic's intention is to further build on his reputation and be known as a trusted Financial Adviser and Wealth Management specialist in the Eastern Region.
Vic prides himself on his extensive knowledge on the NHS Pension, including the Annual Allowance and Lifetime Allowance issues facing many Senior Medical Professionals, and his use of this knowledge to help his clients find solutions.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 25/10/2022
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
