Dan Mottram →  Strategy Advisor & Fractional Exec

Independent consultant for ambitious organisations.

I help leadership teams set a strategic business direction, build innovation muscle and transform their operating models. This is with a strong focus on value creation to deliver measurable, bankable results. 

I achieve this in partnership with clients through Consulting, Advisory and Interim Management.

𝗥𝗘𝗖𝗘𝗡𝗧 𝗦𝗨𝗖𝗖𝗘𝗦𝗦𝗙𝗨𝗟 𝗣𝗥𝗢𝗝𝗘𝗖𝗧𝗦:
▹ Divestment of a £100m T/O business unit into a standalone company with the implementation of a new brand, Target Operating Model (TOM), systems and structure.

▹ Radical growth strategy for a mid-maket Healthtech company seeking to leverage emerging technology, build an innovation portfolio, enter new markets, create ecosystems and transform their business model.

▹ Development and Deployment of a significant optimisation programme for a multinational mobility group, realising EUR +40m OPEX savings.

𝗖𝗟𝗜𝗘𝗡𝗧𝗦:
Amey • Pal International • Bombardier • ITP Engines
Rolls Royce • Alstom • Dignity Funerals • Wolseley

𝗖𝗢𝗡𝗧𝗔𝗖𝗧:
Message me or email DM@DanMottram.com to discuss

Founder

Hi - I’m Dan,

There are two ways I can help you unlock potential in your manufacturing, engineering or industrial business.

I have a zero-fluff approach, so let’s go:

(01) Fast Value:
An 8-week targeted value creation sprint to identify and execute high-impact opportunities in your core business.

(02) The Simple Strategy:
A strategy development and execution programme that takes you end-to-end.

We’ll avoid the pitfalls of (non)strategic planning by building a growth strategy around:

1. Optimising the core business
2. Growing through logical extensions and adjacent markets
3. Exploring & innovating future products, services and business models

I focus on bridging the gap between strategy and execution, guiding you through the critical decisions required to align the day-to-day activities with the long-term strategic direction.

Send me a DM to discuss if you want to drive growth and innovation in your business.

Dan Mottram ↗

Ian Dempsey DipPFS

Themoneyman

Independent Financial Planner and Coach

Independent Financial Advisor

Magpie Money Coaching

Helping clients make sense of their money with deeply understood coaching to form better financial habits, build stronger foundations and change their financial future.

We'll build a real understanding of where you are now, where you want to get to, the deeper meaning of your goals and how important they really are to you.

We will look at the big picture to create emotional engagement to help you make better, clearer and more successful decisions.

Founder and Financial Coach

MANUP?

MANUP? is a Men's Mental Health Charity that was founded in 2019 and officially became a Charity in July 2021. Its purpose is to de-stigmatize men's mental health and this is done via podcasts, videos, fundraising, corporate events, and much more. Learn more here - www.manup.how

Member Board of Trustees

Set Them Up Foundation

The Set Them Up Foundation are delivering engaging and rewarding lessons for young adults aged 15 to 19, around...

● Financial planning. Developing good money habits early on is key to financial responsibility.

● Investments. Children are more than capable of grasping crucial concepts like stocks and bonds.

● Mortgage and rental advice. The basic understanding that things cost money is a vital aspect of financial literacy.

● Pensions. The simple ideas of saving and planning for retirement can transform a child's financial future.

A range of 50 further lessons have been created for our online learning platform delivering on topics that further financial literacy and get youngsters ready for life after school. First Pay Slip, Tax, Insurance, Introduction to Cryptocurrency, Fraud & Ponzi Schemes, Cost-of-living Comparisons, Financial Wellbeing, Emotional Spending and many more

Advisory Board Member

Quilter Financial Advisers

I provided bespoke, expert financial planning to professionals, directors and business owners by making complex financial solutions easy to follow, tax efficient and by taking the headache away, allowing them to focus on what they do best.

Maximising tax efficiency, understanding complex needs and consistently delivering effective solutions which are easy to understand is the way i did this.

Delivering the results they expect and adding significant value to their financial goals is what I did best.

I worked with Business owners, Senior Managers, High earners, Recruitment executives, Company directors and HR managers.

I always deliver the very best for my clients by looking at the bigger picture and delivering no nonsense, black and white financial plans which make complex financial solutions easy to follow.

Financial planning doesn't have to be complicated. Making the complicated easy to understand is where you'll see my value.

Financial Planning Consultant

CMP Financial - St. James's Place

I Provided bespoke financial advice to professionals by maximising tax efficiency, understanding individual needs and consistently delivering effective solutions with a personal approach. 

I worked with Business owners, Senior Managers, High earners, Recruitment executives, Company directors and HR managers.

I delivered the very best for my clients and took time to always look at the bigger picture. I made complex financial solutions easy to follow and tax efficient and took the headache away from clients finances allowing them to focus on what they do best.

St. James’s Place Wealth Management is a FTSE 100 company.

Financial advisor improving the lives of directors and business owners through bespoke expert advice

HSBC Retail Banking and Wealth Management

Experienced wealth adviser providing financial and relationship management services to Company owners, Company Directors, High flyers and executives which included: 
- Bespoke Investment and taxation advice
- Tailored individual and family protection advice
- In depth, individual and intergenerational Inheritance tax planning
- High level individual and family Pension advice
- In depth Discretionary portfolio reviews and analysis

Premier Wealth Manager

Santander UK Corporate & Commercial

Senior financial adviser providing expert, bespoke protection, investment and pension advice to retail and corporate clients of Santander

Wealth manager/ Client Relationship Manager

Britannia Building Society

Providing bespoke mortgage, protection and general insurance advice to business owners, executives and professionals

Area Mortgage and Protection specialist

Qualified, certified and award winning to coach your finances | Helping business owners sort their money without the waffle | Straight-talking, no fluff, no suits, just real plans that work

Trying to sort your money out can feel like assembling flat-pack furniture with no tools and a toddler chewing the instructions. Confusing, frustrating and somehow you end up with three spare bits and no clue why.

That’s where I come in.

I’m a straight-talking Geordie dad who swaps jargon for plain English, suits for t-shirts, and nonsense for actual help. I don’t drive a Porsche or wear cufflinks. I turn up in the family car with a coffee in hand and a brain full of practical ideas to help you sort your life out financially, emotionally, maybe even spiritually (no promises on that last one).

I’m not here to dazzle you with pie charts or bore you to tears with compound interest. I’m here to talk about you, your family, your future, and what actually matters when it comes to making your money behave.

If you're the type who likes to DIY, I’ll cheer you on and hand you the right tools. If you’d rather get a co-pilot, I’ll be in the passenger seat, Sat Nav on, snacks packed (Fruit Salads and Midget Gems, obviously).

Fully qualified and certified. Fully human. Zero fluff.

Follow along for free tips, real talk, and the occasional dad joke. No pressure, no hard sell. Just ideas that might help you stress less, save more, and finally feel like you're on top of things.

(And yes, I do accept payment in sweets. I have standards.)

taplio

The Battle

Dan Mottram ↗

Ian Dempsey DipPFS

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