Mulberry Wealth Management Ltd

I joined Mulberry Wealth Management Ltd in August 2017, as part of a move to develop my own brand and identity in the Bath and Bristol Region. They are a long established independent advisory firm based in Cardiff and provide me with a supportive administrative team and regulatory framework to facilitate the delivery of financial planning to her 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.

Details of their registration on the FCA register can be found at under firm reference 499351.

Whilst I am 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 I deliver to my clients.

The office can be contacted on 02920 023333

The key individuals that I work alongside and who you are most likely to speak to should you call the office are:

Adrian James – Independent Financial Planner & Pension Transfer Specialist
Mobile:   07725343815

Colin Dyer – Paraplanner
Office:   029 20023333

Mulberry Wealth Management website


Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.