Mottram Financial Services is a Manchester-based financial firm who in recent years, have worked to support the next generation of professionals.

Mottram Financial Services have offered a number of apprenticeships to Ashton Sixth Form College students in recent years. Dane Hunt (center) is one of the companies most recent apprentices and he forms part of their latest successes to achieve their professional qualifications during the COVID–19 lockdown.

Dane studied Business, Criminology and Geography at Ashton and started his apprenticeship with Mottram Financial Services two years ago. He completed his early education at West Hill School.

After months of hard study and the completion of six exams each, Dane Hunt has been awarded the Chartered Insurance Institute’s (CII) Diploma in Regulated Financial Planning.

The Diploma provides the technical knowledge and skills needed to give retail investment advice and fulfills the Financial Conduct Authority’s (FCA) qualification requirements for financial advisers. It also provides the first steps to becoming a Chartered Financial Planner.

Mottram Financial Services is committed to the development of the financial advice profession and provides A-level leavers and graduates with the opportunity to gain access to professional qualifications. Today, 80 percent of its staff are qualified to at least Diploma level.

Nicola Rogan, Director at Mottram Financial Services, commented,

“In what has been a difficult 18 months under lockdown restrictions, these results are a fantastic achievement. Not only does it give George, Dane and Sami a terrific platform on which to build their careers but also, from a business point of view, gives us a great pool of talent as we continue to expand and grow our business.”

Dane Hunt, Business Support Administrator, commented,

“Having completed my A-levels, I decided that University wasn’t for me but still wanted a professional career. The Diploma in Regulated Financial Planning has given me that opportunity. I am now looking forward to starting my advanced exams as I seek to become chartered.”

Photo – front to back: Sami Beck, Dane Hunt, George McCallum