Mantle Financial Planning

Independent Financial Adviser  77-79 The Broadway, Epsom, Surrey, KT17 2HP
First meeting at adviser's own cost
Please contact us for a free initial meeting to discuss a comprehensive financial planning audit.
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 review
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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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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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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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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MISS Fiona Ruck
Financial Services Consultant

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Vishal Nair
Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Charles Browning
Associate Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Sean O'Shea
Financail Planning Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Clive Shaw
Chief Executive

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

MISS Sam Gulley
Financial Planning Consultant

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Jeremy Jukes
Associate Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Colin Caulfield CFP APFS
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Certified Financial Planner Chartered financial planner - individual adviser accreditation
About us

We are Chartered Independent Financial Planners - with the aim of guiding our clients through the financial maze to achieve their objectives. We have in-house tax advisers and consultants with a wide range of expertise in investment planning, personal and corporate pension planning, employer benefits and corporate packages; all protection schemes; and residential mortgages.

We can review and analyse your individual circumstances (including risk profiling and existing schemes), and always provide the first consultation free of charge no matter what the enquiry.

Our services

We are specialists in preparing a personalised financial plan to achieve your individual objectives and, just as importantly, provide an ongoing review service.

Where to find us
Head office address: 77-79 The Broadway, Stoneleigh, Epsom, KT17 2HP
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021

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