We joined Mulberry Wealth Management Ltd in August 2017, as part of a move to develop our own brand and identity in the Bath and Bristol Region. They are a long established independent advisory firm based in Cardiff and provide us with a supportive administrative team and regulatory framework to facilitate the delivery of financial planning to our clients.
Mulberry Wealth Management was formed in 2009 by Philip Payne, Richard Bevington and Mark Morris. The company purpose is to deliver clear, concise financial advice to their customers through personable advisers, specialist in their chosen fields.
Whilst we are not based in the administration office in Cardiff the team there are on hand to help and assist my clients and provide invaluable support to the financial planning services we deliver to our clients.
The office can be contacted on 02920 023333
The key individuals that we work alongside and who you are most likely to speak to should you call the office are:
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.