Truly Independent Financial Advisors

Explore how we make financial advice personal

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Our proven track record has been built on a wealth of knowledge, stedfast integrity & tailored advice.

We aim to add value by working closely with other professionals such as your accountant and solicitor in order to ensure that you receive a total solution to your financial planning needs.

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500+ Invested

Invested for our clients

500+ Invested

One Dedicated Advisor

About Us

We believe business is better done face-to-face with someone you know, trust & see everytime.

Mutual Financial is led by a professionally qualified team of financial advisors. Our proven track record has been built on quality advice and integrity. We provide a comprehensive corporate and personal financial planning service that includes employee benefit packages, investments, retirement planning and specialist tax advice.

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Latest news

Keep up with our latest news, views and market commentary

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Waiting for the Other Shoe to Drop

July was a mixed month for equity markets with many developed world indices dropping towards the end of the month...

Emerging from Lockdown

Global equity markets recovered in the second quarter as the trend in COVID-19 infections began to fall and central banks...

Focusing on Resilience

In a show of resilience, most major equity markets produced positive returns in Sterling terms in May. A combination of...

Into the Second Half

The prompt action from governments and central banks to provide large scale fiscal and monetary support and the decline in...

Lack of demand driving economies and financial markets

The UK has entered another 3-week period of “lockdown” to control the spread of the coronavirus and the United States...

Diversification for difficult times

Global equity markets saw great turbulence in March due to the emergence of the coronavirus and the economic implications of...

A month to remember, but we must look to the future

Every so often financial markets experience panic selling and fall significantly in a short period of time. This was seen...

Choppy Conditions

Concerns over the spread of coronavirus and its potential impact on global growth dominated financial markets in February. Equity markets...

We would like to thank you for providing our clients with such a great service and always putting their needs first.
Samantha Private Client
I would like to give my appreciation for all the support and assistance that you have provided for me over the last 6 months.
Mrs S Miller Private Client
As soon we met you we felt in safe hands. You advised us on the state and worth of our current pensions clearly and simply.
Sean & Lisa Private Client