Company Information

Get to know Mantle Financial Planning

Founded in 2009 by Colin Caulfield and Clive Shaw, Mantle Financial Planning is an independent financial advisory firm that holds Chartered Financial Planners status. The company is dedicated to providing personal, high-quality, fee-based financial planning and wealth management services to private clients, families, and trustees. Their services are built on long-term client relationships and a commitment to helping clients achieve their financial goals through tailored advice on investments, retirement, estate planning, and financial protection.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Mantle Financial Planning

United Kingdom

Founded in

1988 (38 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.