Seeking Independent Financial Advice
Whether your enquiry is on a Personal or Corporate basis, the major financial decisions that you make will have significant and life-changing consequences for you, your family, your business and/or your employees. It is therefore essential that you seek professional independent financial advice from people you can trust. This is where we believe we can help. To reassure you that you are dealing with the right people, please browse our site or contact us for full information on who we are, our level of knowledge, experience and expertise and how we conduct business.
Become a Mulberry IFA client …for life
Personal and Corporate . . . .
We offer both Personal and Corporate and advice on a whole range of financial services including the following –
Personal
• Retirement and Pension Planning • Mortgage Planning* • Investing for Capital Growth or Income • School Fees Planning • Tax Planning And Mitigation* • Banking Arrangements* • Protection against Critical Illness • Income Protection • Inheritance Planning • Long-Term Care • Private Medical Insurance* • Family Protection Life Assurance
Corporate
• Employee Benefits implementation and management • Flexible Employee Benefits Menu Systems • Group and Executive • Pension Schemes • Group Income Protection (PHI) • Group Private Medical Insurance • Group Death-in-Service and Dependants benefit schemes • Partnership and Directors Share Protection • Key Person Business Protection • Extended Holistic Advice for your employees if required
*The Financial Services Authority does not regulate all of these products and services
Working together with you and your other trusted professionals such as accountants and solicitors, our aim is to build a genuine long-term relationship and improve the quality of your life by helping you to manage your money more effectively and applying the highest possible standards of impartial financial advice and service. We want your choice to be...
Mulberry Independent Financial Advisers Limited
Are you looking for Personal or Corporate advice ?
tel: 020 8744 8010 . fax: 020 8744 8020 . email: enquire@mulberryifa.com
Mulberry Independent Financial Advisers Limited is authorised and regulated by The Financial Services Authority. Mulberry Independent Financial Advisers Limited is entered on the FSA register under reference 459871.
For information on our charges please see the Terms section of our website.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
Directors: Matthew Allen | Simon Allen
Registered in England number: 5973527

