Mulberry Financial Ltd

Independent Financial Adviser Waters Green House, Waters Green, Macclesfield, Cheshire, SK11 6LF
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 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 review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
Meet our advisers
Gary Lee DipPFS
Director
What our clients say
'My daughter recommended Mulberry and we were not disappointed. They provided a professional and friendly service and delivered what was promised'
MP, Macclesfield
'Gary was great! He broke everything down so I understood, as in the past I’ve struggled to understand everything with other companies so I didn’t take them up on their offers. I would be pleased to recommend you to my friends and family.'
JR, High Peak
'Knowledgeable and very friendly service with the details explained in an uncomplicated manner'
PH, Tarporley
Where to find us

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

Make an enquiry
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
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Mulberry Financial Ltd is authorised and regulated by the Financial Conduct Authority (FCA). FCA Company Ref 461555.
Registered in England as a Limited Company No.05969267

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