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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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Private Clients

Successful Wealth Management and Financial Planning isn’t about market timing or ‘gut feeling’, it’s about delivering to objectives.

It demands the effective stewardship of client affairs throughout four distinct phases; the creation of wealth, its maintenance and growth, its protection, preparing for both the foreseen and the unexpected in equal measure and ultimately its efficient transfer through generations.

Every English Mutual client will define their ‘wealth’ differently. For some, that definition will be based solely on the value of assets. For others it will mean family, relationships and the feeling of security.

Irrespective of this definition, one thing is constant; their wealth is precious.

Their wealth requires care, whether that be through sensible, bespoke investment management designed to secure and increase real value over time, or through the appropriate creation of mechanisms to guard against the unknown.

The English Mutual Private Client Proposition is geared solely to the provision of solutions to all of the major financial challenges of life; solutions that are individually tailored, built on understanding and empathy, clearly communicated and executed without compromise.

English Mutual clients receive outstanding service built upon consultation and understanding, created through:

• The appreciation of needs, circumstances and direction
• The knowledge of how they wish to be treated
• Sincere and valued long term business relationships
• A Client Proposition geared to delivering client satisfaction, not based upon the vain promise of high return and top performance.

It is not our place to be bold or cavalier. Our aim is to deliver client satisfaction; meeting critical needs over time and achieving investment objectives with the minimum of risk, reacting appropriately, empathetically and professionally to their needs; to deliver the Wealth Management and Financial Planning experience they expect.

The experience they deserve.
 

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.