Very efficient & thoughtful advice. Very friendly as well even though we live in Shropshire we do not intend to move from Mulberry
Overall I’ve been very satisfied
I am always pleased to get the information I require from Simon and look forward to many more years of friendship. I feel he is on ‘my side’ where my investments are concerned
Thank you for your kind support and good counsel, very much appreciated
Excellent. Thank you!
Over and above the general level of reporting, I appreciate the opportunity to contact you for ad-hoc guidance and advice. I have no hesitation in recommending you to others.
I am very happy with Mulberry’s service which gives me confidence & clarity about my financial affairs
Great service, delivered with a friendly and considerate approach. Much appreciated
We have been very happy with Mulberry, particularly the time spent at the annual review which provides the opportunity to ask questions and make financial decisions for the next year
Everyone at Mulberry I’ve come into contact with is very professional and takes time to explain and listen to me
Excellent support and advice for financial decision-making provided by Sarah.I have recommended a number of friends and former colleagues
Don’t let Sarah leave or move on!
We appreciate the professional and discreet service provided by Mulberry, and have noted the consistently prompt and helpful responses to any queries we have raised. Thank you
Mulberry Chartered delivered on all our financial needs. We needed trusted, sound and accurate financial advice to help us move home, including setting up a Let-to-Buy property. David Holland provided a wealth of accurate financial advice at exactly the right time for us. His knowledge of the mortgage market was outstanding! Moving home is stressful enough without worrying about whether you’ve got the correct mortgage for your needs. Mulberry Chartered provided the assurance to make this process clear and stress-free. A significant achievement.
I had met with two other financial advisers before Mulberry, from the first meeting I was impressed by Simon and I felt confident that Simon understood my financial needs
Very satisfied with the level of service. Have confidence in Mulberry.
We have been receiving advice from Matthew for over 15 years. The service he provides is prompt, well considered and appropriate to our needs. We can honestly say that if it were not for him we would not be as financially secure as we are today. We have no hesitation in recommending him
Really high quality personal service – Simon & Sarah are both great. No regrets at all joining Mulberry
My husband and I have a young family. We were conscious that we’ve not been saving adequately for the future. Turning 40 suddenly made retirement seem a bit closer and the time we had to save for it considerably shorter!. Matthew conducted a thorough review of our current financial situation and we discussed our future aspirations in detail. He then mapped out how much we’d need to save in order to achieve these aims and highlighted the implications of our inertia (in a nice way!). We are now much more motivated to save for the future and have a clear understanding of what we need to do to achieve our goals. It’s early days but we’re on the right track
Many thanks for all your help in achieving this feat of financial wizardry