Mulberry Financial Ltd

Independent Financial Adviser Waters Green House, Waters Green, Macclesfield, Cheshire, SK11 6LF
FCA verified
18th November 2019
We provide independent pensions and retirement advice. Don't understand the new pension rules? Call us now. We can help.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Group Pension/Stakeholder
Meet our advisers
Gary Lee DipPFS
Where to find us

Waters Green House, Waters Green, Macclesfield, Cheshire, SK11 6LF

About us

Independent Financial Advisers trading in Macclesfield since 2007. Mulberry Financial advises on a broad range of financial matters, specialising in pensions, investments, and pre and post retirement planning. If you want a professional AND personal service from a local firm - call us now. The initial consultation is free and without obligation.
We are totally independent so we will give you 100% unbiased advice.

Our services

Our aim is to help people to understand their financial options, so that they can make the right choices. You don't have to be a millionaire to benefit from sound advice. Rules change all the time - you need a professional to explain how changes affect YOU and how to make the most of your money.

Because we are a small local firm, we get to know all our clients personally. We don't do 'selling', and we don't try to blind you with science.

Let us show you how good unbiased financial advice can pay for itself.

Advice methods
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value