Mulberry Chartered

Independent Financial Adviser  5 Lovelace Drive, Surrey, GU22 8QU
First meeting at adviser's own cost
A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Critical illness
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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
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
What our clients say
Please visit our website - <url hidden> for many more testimonials from our clients.
Mulberry, Twickenham
Really high quality personal service – Simon & Sarah are both great. No regrets at all joining Mulberry
NT & MC, Teddington
We have been receiving advice from Matthew for over 15 years. The service he provides is prompt, well considered and appropriate to our needs. We can honestly say that if it were not for him we would not be as financially secure as we are today. We have no hesitation in recommending him
MR & MRS KC, SURREY
WE LOVE MATTHEW!
MR & MRS SW, SURREY
VERY EFFICIENT & THOUGHTFUL ADVICE. V FRIENDLY AS WELL EVEN THOUGH WE LIVE IN SHROPSHIRE WE DO NOT INTEND TO MOVE FROM MULBERRY
MC, SHROPSHIRE
Thank you for your kind support and good counsel, very much appreciated.
MR & MRS MM, HERTS.
About us

We have the backing of a national IFA but retain our local touch. A professional company with over 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 throughout the UK. Built on 30 years of our client 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.

Where to find us
Head office address: 5 Lovelace Drive, Surrey, GU22 8QU
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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