Explore how we make financial advice personal

Specialists in financial planning and investment management

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Our proven track record has been built on a wealth of knowledge, steadfast 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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Monetary Policy Drives Markets

After more than a decade of low interest rates and restrained inflation around the globe, many goods and services prices...

Navigating uncertainty

Conflict continues in Ukraine, interest rates and inflation are rising and a renewed outbreak of COVID-19 has caused uncertainty in...

All Eyes on Inflation

High inflation data, tighter monetary policy and the Russian invasion of Ukraine created significant volatility within financial markets in the...

Testing Times

The situation in Ukraine is still very fluid.  Whilst there has apparently been some progress in talks towards a ceasefire...

Substance Over Style

Global economic recovery is underway following the pandemic and the major economies are starting to re-open and ease restrictions. Inflation...

Global Economic Recovery Underway

Global equity markets had another strong month in April with the MSCI World index up 4.3% in Sterling terms. 44%...

Mutual Financial Management receives the Cyber Essentials Accreditation

We are very pleased to announce that Mutual Financial Management LLP has recently achieved the Cyber Essentials accreditation. Cyber Essentials...

Cautiously Optimistic

Global equities have made gains between the beginning of 2021 and 12th March, despite some pullbacks with markets reacting to any...

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