Contact Us

English Mutual Ltd
Head Office
22 The Tything
Worcester
WR1 1HD.
Tel: 0845 603 3679
Fax: 01905 613222

worcester@englishmutual.com

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About us

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’.
 

English Mutual Limited is an appointed representative of Sanlam Private Wealth UK Limited (which is authorised and regulated by the Financial Conduct Authority). English Mutual Limited and Sanlam Private Wealth UK Limited are both members of the Sanlam Group. Registered office: St. Bartholomew's House, Lewins Mead, Bristol, BS1 2NH, United Kingdom. Registered in England and Wales 3879955. English Mutual is a restricted financial advice firm, by which we mean that our recommendations will be restricted to the products and services of Sanlam where possible. In cases whereby Sanlam is unable to meet a client’s financial needs (for example where Sanlam does not offer a particular product), we will recommend an appropriate solution from the whole of the market.

Your home may be repossessed if you do not keep up repayments on your mortgage. A typical mortgage advice fee of £295 may be charged.The Financial Conduct Authority does not regulate Taxation Advice, Estate Planning, and some forms of mortgages. Equity release schemes can be very helpful but are not suitable for everyone. It is important to understand the risks and to understand the cost, the level of flexibility (if you might want to move home) and the possible impact on future state benefits. This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration. Equity release schemes are high-risk products and you should take advice before you make any decision about whether to use them. Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.