About Us
We are based in Stoneleigh near Epsom, Surrey, but look after clients nationwide.
We pride ourselves on the technical knowledge of our staff, including encouraging them with incentives to achieve further examination success. We are proud of the fact that we have some of the first Chartered Financial Planners in the industry, as well as advisers and technical support staff with advanced financial planning qualifications.
Our aim is to help our clients plan for their financial future in a way that matches their individual circumstances. importantly, we believe that this can only be achieved by establishing an ongoing relationship and adapting the plan where necessary. Mantle & Partners do not sell products but use products to solve client's financial planning shortfalls.
To ensure you are comfortable with Mantle & Partners, we always provide the initial consultation free of charge. We will use this meeting to discuss your aims and objectives, as well as noting details of your current financial situation.
Following this meeting we may, if appropriate prepare a written report with recommendations for you to consider. Once you are ready, a further appointment can be arranged to discuss the report in detail and answer any queries that may arise. Once you are entirely comfortable with the decisions you have made we will agree with you on how you wish to proceed.
As Independent Financial Advisers, we can not only choose products from the whole of the market, but we believe more importantly advise on client's existing products from all providers. This enables us to give our clients a comprehensive review of their current situation – no matter who their products are with.
We pride ourselves on providing a friendly, personal and professional service that our clients consider a real value.
With regards to remuneration, we offer our clients the choice of either fees or commission. Both of these options will be explained to you at the initial meeting for you to decide which you would prefer.
A large part of our success is down to the loyalty of our clients. We believe it is vital to build an ongoing relationship as a financial plan is work in progress as your circumstances change.
If you are looking for an IFA that is knowledgeable, approachable and can communicate the jargon of the financial world into a way that you can understand, then we believe Mantle & Partners is the right IFA for you.