Meet the team


Contact Us

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

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Our People

It is an age old maxim that, in life, it's 'not what you do but the way that you do it'; and that could not be truer than in the giving of Wealth Management and Financial Planning. All clients, whether they are private individuals or large companies, require a bespoke service, tailored to their needs, empathetic to their requirements and delivered in a manner that is enjoyed, valued and appreciated.

Clients want a service that makes them feel special.

At English Mutual however, we believe that, just as important as 'how you do it' is 'who you do it with.'

The ability to provide a ‘special’ kind of service requires people who have the vital skills, attitudes and ethics to deliver it, united by the same core values and commitment to excellence.

We pick our people very carefully. English Mutual has grown organically into a company with a 'family culture' of which we are very proud. The vast majority of those working within the organisation came to work here because they knew someone within the company and had friends here, or had heard about the way we do business and how we treat people, both internally and externally. They wanted to become part of our story. To find a decent, transparent, motivating and appreciative place to work and to find a safe, value driven home for their clients.

To join they had to have the right levels of experience and the absolute ability to do the job for which they were recruited; a proven track record of high achievement; an understanding of good customer service; an excellent work ethic, empathy, decency and a great sense of humour.

Our Financial Planners, management team and back-office staff have been hand-picked; each of them recruited steadily and surely; each recruited under the same set of values. As a result, English Mutual people come from all corners of the country. They have a variety of backgrounds and an even wider range of interests. Each is a different person, with each individual bringing something new, something interesting and something positive to the group.

All committed to the delivery 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.