English Mutual was formed in the mid-1990s; developed from a single Worcester financial practice renowned not only for its advisory and administrative excellence, but also for its visionary thinking as to how wealth management and financial planning services should be delivered in the United Kingdom.
Today, as part of Sanlam, the long term (AA-) rated global financial services group, English Mutual has become an organisation of national substance; with offices across the West Midlands, the South West, London and the South East.
The financial services arena has seen turmoil and upheavel in recent years; 'stormy weather' which has served only to increase consumer concern, distrust and dissatisfaction.
The English Mutual culture of transparency, decency and considered decision making has served us well during this period; helping to provide a 'home' for clients and financial planners which consistently delivers stability and desired outcomes in an atmosphere of confidence.
We are able to provide world class Wealth Management and Financial Planning solutions to both private and corporate clients.
In the first instance, English Mutual Financial Planners will recommend products and services taken from the portfolio of Sanlam, the AA(minus) international financial group; products and services designed to deliver client centric cost efficiency and controlled performance, backed by both market leading risk analysis methodology and award winning investment management. Where this does not meet the needs of the client, for example where Sanlam does not offer a relevant product, English Mutual Financial Planners recommend an appropriate solution from the whole of the market. Where this occurs English Mutual regularly undertakes a review of the market, exercising due diligence in all cases, identifying preferred providers where possible thereby protecting the client. In regulatory terms, English Mutual is termed a Restricted Advice organisation.
Despite our growth and continual development, the aim and ambition of English Mutual remains unchanged:
To consistently deliver the finest client experience available to both companies and private individuals in the United Kingdom.
We hope that you enjoy perusing our website and that from it you gain an understanding of our perception of ‘Perfect Financial Sense’.