Mulberry House Wealth Management

Independent Financial Adviser  Mulberry House, Retford, Nottinghamshire, DN22 7ZW
First meeting at adviser's own cost
I am an Independent Financial Adviser and can help you with all your Financial Planning needs. Predominantly I am a Pensions and Investments Specialist and my typical Client is approaching age 50+. I'm friendly and professional.
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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Equity release
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Mortgage protection
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Next home / Remortgaging
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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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Critical illness
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Income protection insurance
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Life insurance
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Small business
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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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mrs Sarah McDonald
Wealth Manager
About us

I have extensive experience in Financial Planning, and offer face to face independent advice to Clients across Nottinghamshire, Yorkshire, Lincolnshire & Derbyshire. I can also offer my services further afield remotely.

Our services

My aim is to help you understand your needs and where necessary to deliver solutions in a simple and professional manner.

Where to find us
Head office address: Mulberry House, 13 Bacopa Drive, Retford, DN22 7ZW
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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.

You will be asked to confirm your identity to me.

Please be aware that 'Transferring out of a Final Salary Scheme' is unlikely to be in the best interests of most people.
I am able to offer you a low cost 'Abridged Advice' Service, Which will determine whether or not you fall into this category

Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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