Guidance. Reassurance. Inspiration.
The Mulberry family
We all have goals in life and our brilliant people are the key to our success and yours. That’s why we take care to choose the right people to join the Mulberry team, we continue to invest in our people and we reward everyone for doing a great job, not hitting a target.
The Mulberry Chartered team are all experienced financial planners and advisors, who are qualified and regulated to the highest level. We really are committed to what we do! Most of our team joined as Business Administration Apprentices and we’ve provided them with comprehensive training and a proper career path. Now, it’s these brilliant back-office brains that really keep the wheels turning.
Meet our directors
Sarah Pearson Director
I worked on the provider side of the financial industry for 14 years before joining Mulberry. I knew a lot about who’s who in this sector and Mulberry was my firm of choice. I joined the team in 2014 to kick-start my career as a financial advisor and have never looked back. Now, I’m a shareholding Director of the business and a Chartered Financial Planner
Why saving is important to me…
I want to be able to access cash when I need it, for big buys like houses or holidays. But I also want to look after my son by creating a strong financial legacy for him in the future
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Matthew Allen Director
I’ve been self-employed as a financial advisor for 30 years and have always enjoyed making my own way in the world. As one of the founding Directors at Mulberry, I still maintain a client-facing role as a Chartered Financial Planner, alongside my responsibilities for running the business.
Why saving is important to me…
My wife and I want to have choice and flexibility about how we enjoy life now and in the future. Financial planning gives us that choice. It could allow us to work less, retire early or travel more. Hopefully all of the above!
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Simon Allen Director
Along with my brother Matthew, I am one of the founding Directors of Mulberry as well as a client facing Chartered Financial Planner. Since starting in this sector in 1988 I’ve helped our clients navigate uncertain financial times, from boom to bust and back again. I’m proud to say that many have been with us for more than 20 years and are now enjoying a safe and secure retirement as a result.
Why saving is important to me…
I want to help my three children get onto the property ladder, whilst still leaving enough in the pot for my wife and I to enjoy a bit of spirited spending in our retirement!
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We practice what we preach
We think it’s important to live by the advice that we give to our clients. After all, what we’re hoping to achieve by investing our money, is probably very similar to what you’re hoping to achieve from your life too. Put simply, we understand!
That’s why, our personal finances, along with those of many friends and family members, are all managed using exactly the same investment approach that we use with our clients. We don’t do that just because we work for Mulberry. We do it because we believe in the approach, products and portfolios that we recommend.