An Associate Partner Practice of St. James's Place Wealth Management

SRM Financial Planning Ltd

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Stephen Mottram

DipPFS BA (Hons)
Stephen has spent all of his working life in financial services. In 2014 he was invited to join St. James's Place Wealth Management having previously worked within retail banking and as an Independent Financial Adviser.


SRM Financial Planning Ltd was established in 2014, when Managing Director Stephen Mottram accepted an invitation to join St. James's Place Wealth Management.

Based in South Yorkshire, we work with clients throughout Yorkshire, Nottinghamshire, Derbyshire and North Lincolnshire.

Managing Director Stephen Mottram is an accredited adviser of the Society of Later Life Advisers (SOLLA) and specialises in guiding clients and their families on later life issues.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.


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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.


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.

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 The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

SRM Financial Planning Ltd is registered in England and Wales, Number 7833077. Registered Office: 4 Harlequin Drive, Worksop, S81 7SN.