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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.

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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 Mangement and Financial Planning...

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Events Diary

English Mutual hosts seminars and events throughout the year...

Go Dad Run -  14th and 15th June in Cardiff, Birmingham and London.

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Latest News

Apr 21

Investing to provide for your future

It can be easy to fall into a ‘spend it’ rather than ‘save it’ approach and not plan for the financial goals that lie ahead. Read more >

Apr 20

Auto-enrolment: businesses are warned to act now

Businesses who have to comply with the new auto-enrolment rules are being warned not to delay their plans. Read more >

Apr 19

Why do so many people fail to budget and plan?

Today, Chancellor George Osborne will present his Budget to Parliament for the year ahead. Read more >

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.