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Paul Everett
FUNDS UNDER ADVICE
£240m
FEE-EARNING ADVISERS
7
NUMBER OF CLIENTS
530
Manse Capital

Manse Capital understands that one size does not fit all. With more than 20 years’ financial planning experience, it aims to simplify financial advice to bring greater financial security and certainty to people across the UK.

Both chartered and accredited, it helps clients make smarter financial decisions and achieve and protect the lifestyle they desire.

Since 1996 Manse has been committed to providing the best client experience, which it continued to do during the pandemic. Frequent focused communications and cloud-based flexible working practices have enabled it to guide clients through the last 13 months intact.

The firm moved to fee-based financial planning in 2000, using cashflow modelling to build plans and evidence-based investing to deliver required outcomes. This was ahead of the profession at the time, and Manse Capital has striven to remain at the forefront of financial planning thinking.

The proposition has evolved to embrace lifestyle financial planning, putting the client at the centre of the process by focusing on the life they wish to lead and drawing on the work of CEG and Kinder to support this approach.