Contact us

Telephone:

+44 208 642 3899

 

E-mail

info@formula.org.uk

Office hours

Office hours 9 am to 5.30 pm

Monday to Friday

Our address

Formula Ltd/Clairville York Ltd

22-34 High Street

Cheam

Surrey

SM3 8RL

 

Or use our contact form.

Formula Ltd is registered in England and Wales No. 5294357. Formula Ltd and Clairville York are authorised and regulated by the Financial Conduct Authority.

About us

Independence Matters

Financial services in the UK is regulated by the Financial Conduct Authority (FCA).  Financial advisers can be ‘Independent’ or 'Restricted', and we at Formula believe that these rules can confuse consumers, so please bear in mind the core issue: financial advisers are either independent or not.

To find out more about the way we work, download our guide.
Formula_Ltd_The_Way_We_Work.pdf
Adobe Acrobat document [391.6 KB]
Formula Client Agreement
Formula Client Agreement.pdf
Adobe Acrobat document [282.5 KB]

Formula Ltd are now part of Clairville York Ltd, Adam, Mark, Sharon, Mandy & Cheryl are all available at our new home in Cheam. 

 

 If you agree with us that an independent expert is the best source of advice, then we would like to stress Formula's commitment to remaining independent. As such, you can choose how you wish to pay us for our services - commision or fee (although investment advice is fee only).  In addition, Formula Ltd are amongst the elite advisers who have earned the title ‘Chartered Financial Planners’.

To further encourage people to take financial advice, Formula offers simple menu pricing; you can meet with one of our directors with no cost nor obligation; if you like us, then consultations start at £400 for a financial planning meeting.

Formula would also like to reassure you that we are not tied to any IFA network, bank or insurance company.  Independence does matter. 

For a good source of objective guides to financial planning, we suggest this government sponsored website: www.moneyadviceservice.gov.uk

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