The Mulberry Client Process

This process has to be underpinned by a joint commitment from both Mulberry IFA and you in order to ensure that long-term financial goals are met.

In order to ensure that your financial lifestyle requirements are met and your service expectations exceeded, it is important to have a disciplined and ongoing process in place, and our process is…

1. Initial Meeting/Review - We undertake a comprehensive financial review of your (or your business) circumstances and financial objectives taking account of any existing arrangements.

2. Needs/Goal Setting - We will analyse your needs and goals in great depth to ensure that your financial lifestyle/business plan is designed to meet these.

3. Analysis/Research - We will undertake thorough independent analysis and research to tailor an individual solution to your needs and goals.

4. Presenting Financial Plan/Recommendations - We will present you with a comprehensive financial report to be discussed and refined as required.

5. Implementation – We will discuss the appropriate ongoing plan with you designed to ensure the successful delivery of goals.

6. Forward Planned Regular Reviews – We will diarise reviews in advance (normally annually) to ensure the financial planning we have put in place is refined and keeps pace with any change in circumstances.
This process has to be underpinned by a joint commitment from both Mulberry IFA and you in order to ensure that long-term financial goals are met.

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