Clairville York Ltd

Independent Financial Adviser  22-34 High Street, Cheam, Surrey, SM3 8RL
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FCA authorised
Last authorised 14th June 2021
We are fully independent financial advisers - it's the only way to provide best advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Adam Hammond
Director
MR Mark Osland
Chartered Financial Planner
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.

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

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

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