At Mulberry Wealth Management we're independent financial advisers and we specialise in good, solid financial advice backed up with years of experience. Whether it's personal or for business we'll give you independent, clear advice that's right for your circumstances.
Our business has been built on referrals from existing clients and other professionals such as solicitors and accountants and we recognise the importance of providing long-term on-going assistance and guidance.
Mulberry Wealth Management is regulated by the Financial Services Authority (FSA) and we are committed to working within a regulated environment, which prioritises the interests of consumers. Mulberry Wealth Management has responded to the FSA initiative, 'Treating Customers Fairly' and has set out what clients can expect as part of our advice process.
Why Specialise
At Mulberry Wealth Management we take a holistic view on financial planning and ensure we consider all the financial cornerstones to deliver a balanced and comprehensive solution. The difference with Mulberry is our adviser's ability to deliver this whilst focusing on their key area's of specialism, be it for instance 'mortgages', 'pensions' or 'investments'.
Simply it is our belief that when it comes to your requirements for your main home, your Buy-to-Let property or maybe even your commercial venture you are best served by our Mortgage Advisers specialist knowledge and contacts. The adviser will be able to draw on the knowledge we have of your overall financial position by consulting with our other advisers and your existing portfolio but they can concentrate specifically on the particular happenings in the Mortgage market.
Similarly when it comes to Investments or Pensions Mulberry has advisers that concentrate solely on these evolving markets so when it comes to an understanding of more technical detail they have the knowledge and resources to deliver a clear and appropriate financial plan.
Morris Brown
Mulberry Wealth Management Ltd now incorporates the long established Cardiff based Financial Advisers Morris Brown Ltd.
When it comes to saving for or planning your retirement let our advisers guide you to the right pension solution for you.
Building an Investment Portfolio or have a lump sum to invest our advisers will guide you through the products, funds and choices to make.
One of the first priorities in sound financial planning, we'll ensure you chooe the right cover for your & the needs of your family.
Whether a Purchase, Re-mortgage or Buy-to-Let our advisers will guide you through the mortgage maze from initial discussions to completion.
