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 advisers. 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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Looking East: 2018 Review and 2019 Outlook for Asia Pacific

After a turbulent year Asia Pacific and emerging markets equity funds responded positively to the more constructive tone taken by...

Green Light Changes to Amber: 2019 Outlook

2018 proved to be a challenging year for equity markets, with the US being the one major market which made...

UK Budget Summary: An Autumn Windfall

Yesterday’s Budget was delivered in the context of a global economy which is still growing but which is adjusting to...

Shocktober - 2018

Recent stock market movements reminded us how quickly equity markets can react to market news and certain data. Last week...

Investment Update - August 2018

Investment Update August 2018 Taking the Temperature; At our recent Investment Committee meeting we discussed the increased volatility which has...

Q3 2018 Investment Views

The value of your investments and the income from them may go down as well as up and you could...

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