Clairville York Ltd

Independent Financial Adviser 22-34 High Street, Cheam, Surrey, SM3 8RL
FCA verified
3rd December 2018
We are fully independent financial advisers - it's the only way to provide best advice.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Travel
    • Long term care
Meet our advisers
adviser-person
Mark Osland
Chartered Financial Planner
adviser-person
Adam Hammond
Director
Where to find us

22-34 High Street, Cheam, Surrey, SM3 8RL

About us

Clairville York Ltd (now incorporating Formula Ltd) believes it is important that we are a completely independent, privately-owned company, thereby being well-placed to offer bespoke financial planning to people who value personal and professional service.
We hold advanced qualifications enabling us to advise on Pension Transfers and Equity Release, and Mark Osland holds the coveted "Chartered Financial Planner" qualification.
In January 2015 Formula merged with Clairville York Ltd and all staff transferred to their Cheam office.

Our services

We give responsive, valuable, personal advice.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Clairvillle York Ltd is authorised and regulated by the Financial Conduct Authority.

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