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Why Use Mantle & Partners?
We have a particularly well-qualified team of financial
advisers and support staff, many with advanced professional
qualifications. That expertise extends across the specialist
fields of financial planning - such as corporate schemes
and directors’ arrangements, complex pension transfers
and retirement options. However, the mainstream areas
of personal protection, investment, personal pensions
and mortgage arranging are no less important to us.
We believe our clients benefit from the professional
and expert approach we endeavour to give them all.
What will it cost me?
Our first consultation is free of charge, no matter
what the enquiry. To go further, you can remunerate
us by fees or commission – the choice is yours
and this will be fully explained. Prospective clients
are able to see if they are comfortable working with
us, without feeling under any obligation. Thereafter,
we will normally give you our recommendations in writing.
It is then up to you whether you proceed with our recommendations
or not.
What would happen if my current needs
alter?
Our ultimate concern is always to help you reach your
financial goals. That is usually a gradual process and
we like to establish a close working relationship with
all our clients to help them keep their affairs under
review and adjust arrangements if required.
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