Mulberry House Wealth Management

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Mulberry House Wealth Management
Mulberry House Wealth Management

I am an Independent Financial Adviser and can help you with all your Financial Planning needs. Predominantly I am a Pensions and Investments Specialist and my typical Client is approaching age 50+ and needs my help to determine what their Retirement income could be and if this is enough to retire on. I can help you tidy up all the small plans you have accumulated in your working life and talk you through your cash flow needs in your future years. I also help people with their wider Financial needs, such as IHT & Estate Planning, Tax Mitigation, Protection (Personal & Business), Mortgages, Equity Release and Long Term Care Planning. I generally work with Private Clients, but I can also assist Business owners with their bespoke needs. Top and bottom of it, I can help you make sense of it all. My aim is to help you understand your needs and where necessary to deliver solutions in a simple and professional manner with a good dose of humour on the side. I would like to develop and maintain a long term relationship with you as a client, but I will accept some Clients on a transactional basis. I have extensive experience in Financial Planning, and offer face to face advice to Clients across Nottinghamshire, Yorkshire, Lincolnshire & Derbyshire. I can also offer my services further afield remotely. Here is a list of some of the things I can advise you on; Individual Clients Pensions - Pre & Post Retirement - Including Drawdown & Annuities Investments & Wealth Management Discretionary Fund Management Ethical Investing IHT & Estate Planning How to leave your Family a Legacy Protection - Whole of Life, Term Life Cover, Critical Illness Cover, Income Protection General Insurances Mortgages Equity Release Long Term Care / Care Costs Cash Management Advice on how to split Pensions on Divorce Pension Sharing Orders Child Trust Funds / Junior ISA's Personal Injury Trusts School Fee Planning Final Salary Pension Advice Tax Planning Opportunities Business Clients Company Pension Scheme Administration Auto Enrolment Schemes Business Protection Solutions Staff Benefits Point of contact for Staff

Returns policy

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday Closed
Saturday Closed
Sunday Closed
Bank Holidays Closed




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