Tim Mottram
Grey Parrot Financial Planning
Minimum savings/pensions: Over £250,000
Minimum mortgage: Over £250,000
0203 551 0160
Based in Fitzrovia
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 May 2025
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Tim has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tim has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Tim has not yet added their qualifications to their profile
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Tim has not yet added their qualifications to their profile
Transparent Fees
Tim has not yet added their fees to their profile
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Tim has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 May 2025
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Tim has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tim has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Tim has not yet added their qualifications to their profile
Qualifications not yet added
Tim has not yet added their qualifications to their profile
Transparent Fees
Tim has not yet added their fees to their profile
Fees not yet added
Tim has not yet added their fees to their profile
I've worked in financial services for over 25 years. My focus is on delivering true financial planning for my clients, specifically helping business owners plan to achieve their long-term objectives. At Grey Parrot, we’re completely unbiased and independent. We use an evidence-based passive investment approach to achieve your goals faster than you thought possible. Our team of experts are passionate about protecting your time and your energy. We do all the research, deal with the paperwork, and keep you informed. In our opinion, financial planning beats financial advice. Planning puts people, and their aspirations first, advice focuses on products and investment returns without considering what the client wants from life. I live in Sevenoaks with my wife, four children and our dog Willow. As you can imagine, a lot of my spare time is taken up being a dad and spending time with my family. I'm also a keen sports fan, enjoying football, rugby and skiing.
Offers available through VouchedFor
Contact Tim through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tim's clients
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Adviser Disclaimer
Investments: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Pensions: A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. Mortgage: Your property may be repossessed if you do not keep up repayments on your mortgage. Lifetime mortgage: This is a lifetime mortgage. To understand the features and risk, ask for a personalised illustration. Non-regulatory risk warning: Inheritance Tax Planning is not regulated by the Financial Conduct Authority. Grey Parrot Financial Planning is a trading style of Grey Parrot Group Limited who is an appointed representative of 2Plan Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Grey Parrot Group Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 958418. Grey Parrot Group Limited Registered in England and Wales under reference 13297390: Registered Office Address. 65a Newland Street, Eynsham, Witney, Oxfordshire OX29 4LD.