MB Private Office Limited, trading as Mulberry Bow

Independent Financial Adviser  Mulberry Bow, London, EC1N 8TN
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FCA authorised
Last authorised 29th November 2021
Research shows half of wealthy individuals do not feel positive about their finances. Our clients are in the other half.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Simon Bullock
Chartered Financial Planner and Founder Director
MR Andrew Toll
Chartered Financial Planner and Director
MS Jessica Tivey
Director
Mr Scott Moorhouse
Chartered Financial Planner
About us

Mulberry Bow is a boutique financial planning practice based in the City of London. We provide holistic, independent advice to private clients, delivered on a ratio of up to c.25 client per team member. All advice is delivered by a Chartered Financial Planner, to ensure it is of the highest quality.

We are independent of banks, investment firms and national ‘IFAs’. In short, we sit on the client’s side of the table.

Our services include:

• Financial Planning
• Wealth Management
• Retirement Planning
• Estate Planning
• Corporate Financial Planning
• Tax Efficient Investing
• CGT Portfolio Planning and Execution
• Insurance
• Offshore Insurance Bonds
• Venture Capital Trusts (VCT)
• Enterprise Investment Schemes (EISs)

To find out more about Mulberry Bow, please go to <url hidden>

Our services

Our unique five step process is tailored to the needs of successful business owners and professionals who are at the top of their profession.

We work closely with your other professional advisers, and recommend people if there are any gaps in the team, so that the plan we construct with you acts as the glue that pulls all of the threads together.

We help our clients invest intelligently and tax-efficiently, with a simple but coherent Estate Plan in place (if appropriate) and sensible provision for loved ones, so that you can focus on the things you are passionate about.

Preferred clients
Minimum wealth (income/assets)
£501,000
Minimum pension value
£501,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Mulberry Bow, Third Floor, 27 Greville Street, 3-4 Holborn Circus, London, WC2A 1EN

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