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Mulberry Chartered Financial Planners
       
 
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Mulberry Chartered Financial Planners
 
 
Overview: 

We are a family run business as our two shareholding directors (Matthew and Simon Allen) are brothers. Each has over twenty five years experience within the financial services industry (as a financial adviser) and many of our earliest clients are still with us. We believe this is down to building long term trusting relationships with our clients and a commitment to providing an excellent ongoing service which we consider to be amongst the best in our industry.

We are proud of our Chartered Status – The ultimate symbol of professionalism

As our name suggests Mulberry Chartered has been awarded Chartered status by The Chartered Insurance Institute.  This is considered to be the ‘Gold Standard’ of excellence and integrity within the financial services industry and as such places Mulberry Chartered in the highest category of advisory firms, a category achieved by less than 4% of firms in the UK.

Chartered status demonstrates a professional commitment to raising standards of knowledge, capability and ethical practice and as stated by The Chartered Insurance Institute, it tells our clients that they can expect the “highest quality of service”.

Our client base has been built on recommendations from individuals and business professionals over many years and this continues to be a major source of new clients (based on existing client feedback over 96% of our clients would recommend us to friends, family or colleagues) . We have also expanded by acquiring a number of other financial services businesses and our client base is distributed throughout the UK.


Mulberry Chartered Financial Planners is a trading name of Mulberry Independent Financial Advisers Limited


 
 
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