Very Professional & Trustworthy

"Mantles have been advising me on my financial planning for over 10 years now, and I find them very professional and trustworthy. I would have no hesitation in recommending them as Independent Financial Advisers"

Damian Lewis
Actor & Producer

  • What our clients say

    "Mantle Financial Planning are the only firm of Financial Advisers that we recommend."

    Sharon Beck | Taylor Bracewell

  • What our clients say

    "Mantles have been advising me on my financial planning for over 10 years now."

    Damian Lewis | Actor

  • What our clients say

    "We are more than pleased to recommend your professional service."

    Lighthouse, Centre for the Arts

Latest News
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Our Chartered Status

There are many firms of independant financial advisers but only a minority can demonstrate their Chartered Financial Planner status. Find out more >>

Ask the Expert

  • Clive Shaw
  • Colin Caulfield
  • Charles Browning
  • Jeremy Jukes
  • Sean O’Shea
  • Sam Gulley
  • Claire Allison
Clive Shaw DipPFS

Chief Executive | View profile >>

Colin Caulfield APFS CFP

Director | View profile >>

Charles Browning DipPFS

Associate Director | View profile >>

Jeremy Jukes DipPFS

Associate Director | View profile >>

Sean O’Shea DipPFS

Senior Consultant | View profile >>

Sam Gulley DipFA

Financial Planning Consultant | View profile

Claire Allison

Mortgage Consultant View profile >>

Chartered Financial Planners
& Tax Advisers
Contact the Team

Call 020 8394 0954    Email

Where We Are

77-79 Stoneleigh Broadway, Epsom, Surrey KT17 2HP

Opening Hours

Mon - Fri  9am - 5.30pm