Mulberry Wealth Management Ltd acquired Morris Brown Ltd in May 2009. The principals Mike Morris and John Brown will continue to work under the Morris Brown name as appointed representatives of Mulberry Wealth Management Ltd. Now that offices are shared the directors of Mulberry Wealth Management will work closely with Mike and John and collaborate where required for the benefit of giving clients the best possible advice.
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Michael Morris (Morris Brown): Michael has over 30 years experience in Financial Services and has been and Independent Financial Adviser since 1990. Previously he held various senior management positions with Bristol & West Building Society, with his last position being Branch Manager in Cardiff. He currently specialises in the pension, investment and protection markets. |
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John Brown (Morris Brown): John started in Financial Services in 1976 and was trained by one of the largest companies in the industry which is now part of the Zurich group. He was with them for 10 years after which he was headhunted to help run the Financial Services department of a local Stockbroker. He left their service after a few years when the Stockbroker was merged with a larger firm and set up his own Company and has been an Independent Financial Adviser for 20 years dealing with and advising on Private and Corporate Pensions also Investments and IHT planning. |
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