Mulberry Chartered

Guidance. Reassurance. Inspiration.

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Mulberry Chartered
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Doing what you want to do

After years of hard work it’s finally time to take a load off, sit back, relax and enjoy your retirement. With a bit of good planning in the run up you should now be able to make the most of your new-found freedom, by spending more time on your hobbies, with your grandchildren or traveling the world.

Life after work

If you’re just about to retire you’ll be facing some potentially complicated financial decisions.  We’ll give you plain English explanations, so you can choose confidently.

There can be a lot to consider…

  • We’ll help you jump through the big pension hoops, like purchasing an annuity and taking lump sums out of your pension pot.
  • We’ll also ensure your investments are working as hard as they possibly can so that they’ll see you comfortably through the rest of your life. A review of your savings can be really helpful here to make sure you’re minimising tax and maximising interest.
  • If you’re considering downsizing or looking into releasing equity from your current property we can provide reliable advice in an area which can be a real minefield.

 

And then, once we’ve looked at supporting your aspirations for retirement, we can also think about the kind of financial legacy you might want to leave your children or grandchildren. We’ll run you through all of your options around trust planning, to business property reliefs, making sound suggestions based on your goals and situation.

Feeling a little overwhelmed?  Don’t be.  Our Primary Service plan gives you ongoing support every month, so we can help you tackle all of this in nice easy steps.  You’ll have plenty of time to kick back and relax, so go on, you’ve earned it.

Your life journey stages

First Rung on the Ladder

Moving up

In Your Prime

Changing Focus

Our Expertise

Get sound financial advice to suit your lifestyle.

Contact us today
Quick Links
  • Home
  • About
  • News
  • The Mulberry Mobile App
  • Your Investments
  • Our Fees
  • Our Terms and Conditions
  • Contact Us
Our Expertise
  • Savings and Investments
  • Pensions and Retirement
  • Estate Planning
  • Taxation
  • Family Protection
  • Mortgages
  • QROPS and QNUPS
Your Journey
  • First Rung on the Ladder
  • Moving up
  • In Your Prime
  • Changing Focus
  • Doing What You Want To Do

66 Hampton Road
Twickenham
TW2 5QB

020 8744 8010

enquire@mulberrychartered.com

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Mulberry Chartered Financial Planners is a trading name of Mulberry Independent Financial Advisers Limited | Authorised and regulated by the Financial Conduct Authority | Registered in England and Wales No. 5973527.Registered office: 66 Hampton Rd, Twickenham, Middlesex, TW2 5QB | T: 020 8744 8010 F: 020 8744 8020 E: enquire@mulberrychartered.com
Past performance is no guide to future performance. The value of investments, and the income from them, can go down as well as up and investors may not get back the amount originally invested.
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBTS SECURED ON IT.
The Financial Conduct Authority does not regulate all of the products and services mentioned on this website.