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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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The English Mutual Foundation

Sometimes it is better to give.

The English Mutual Foundation was set up early 2007* with an aim to support those who, through no fault of their own, find themselves in difficulty and in need of financial assistance, with special focus on improving access to healthcare, education and life enhancing opportunities. It is a charity which has continued to grow from strength to strength and is now an important part of the English Mutual organisation.

Money is raised for the Foundation in a number of ways. Staff have run marathons across the world, organised auctions and, on a group level hosted many corporate functions. The English Mutual Lecture is now a key date in the Foundation’s calendar, with over 800 people attending annually to hear our invited speaker in the Worcester Cathedral. The Foundation is also supported by English Mutual clients, business partners and friends of the business through donations.

Thousands of pounds have been raised over the years and, under the guidance of the charities trustees, donated to some very worthy causes. Most recently we have been able to support:

  • Megan Baker House, Leominster
  • Kisilizi Hospital Uganda Fund
  • Bala Orphanage, Kenya
  • Dudley Hope Charity
  • Chance to Shine – Educating through Cricket
  • Tusk
  • The West Midlands Disabled Swimmimg Team
  • Running for Rosie
  • St Peters Collegiate Church Choir
  • The World Medical Organisation
  • Fly2Help
  • Victims of the Gloucestershire floods
  • The Wooden Spoon
  • Chailey Heritage School
     

We welcome applications for support from charities, projects and individuals, within the following guidelines:

  • The Foundation only supports charities who do not receive government/centralised funding.
  • The Foundation gives preference to supporting a cause where the donation will be able to make a tangible and recognised uplift to the charity/project/individual.
  • The Foundation does not support causes which have a religious bias.
  • Applications are to be made in writing, no more than one side of A4 detailing the aims and objectives of your charity and how a donation from The Foundation will make a difference.
  • The Foundation will in general offer donations in increments of £250, £500 or £1,000. In certain circumstances consideration will be given to applications for larger grants.
  • The Trustees meet on a quarterly basis at which point applications received will be reviewed and considered.
  • Due to the high level of requests received, unfortunately the foundation cannot promise to respond but will always endeavour to try to do so.

Registered charity number 1120527

*The English Mutual Foundation was previously known as the Wealth of Happiness Foundation.

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.