We are a small, family-led team here at Mulberry, but size doesn’t matter to us. With the strength of our support staff and the know-how of our team as a whole, we manage investment funds well in excess of £150m.
Everyone at Mulberry Chartered understands the trials and tribulations of managing family finances, juggling business needs and taking care of money matters, because we’re doing it ourselves everyday.
We also know that life isn’t a straight line from A to B. Things can happen unexpectedly to your health, wealth and family at any stage in your life, which is why we don’t have a sales team or targets to meet.
Instead, we prefer to offer the kind of service that supports you through all of these ups and downs, not just the milestone moments. We believe in developing relationships with our clients for the long-term, not just the here and now.
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 within the financial services industry.
It puts us in the highest category of advisory firms because it is something that is achieved by less than 4% of all financial advisory firms in the UK. Not surprisingly, we’re really chuffed about this.
Chartered status demonstrates our professional commitment to raising standards of knowledge, capability and ethical practice. It tells you that you can expect the highest quality of service from us. And the proof is in the pudding because over 96% of our existing clients say they’d happily recommend us.