Mulberry Chartered

Independent Financial Adviser  5 Lovelace Drive, Surrey, Woking, GU22 8QU
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FCA authorised
Last authorised 26th October 2020
A Family run and Chartered Qualified firm built on 30 years of client trust - <url hidden>.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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OEICs
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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
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EEA
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Stockbroking services
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Long term care
Meet our advisers
Sarah Pearson APFS
Director
Simon Allen APFS, Dip PFS, EFP
Director
Matthew Allen APFS, Dip PFS, EFP
Director
About us

We have offices covering London, Surrey & Derbyshire. A professional company with 30 years experience in offering Independent financial advice on a full range of financial services. These include Wealth Management, Pensions, Investments, Mortgages & Protection. We pride ourselves on providing a client service second to none within our profession. Please click through to our website for more information.

Our services

We have offices covering London, Surrey & Derbyshire. Built on 30 years of our clients trust - All of our advisers are Chartered Qualified and provide expert independent & impartial financial advice. We pride ourselves on providing a client service second to none within our profession. Please click through to our website for more information - <url hidden>.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

5 Lovelace Drive, Surrey, Woking, GU22 8QU

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