MULBERRY INDEPENDENT FINANCIAL ADVISERS LIMITED

Name: MULBERRY INDEPENDENT FINANCIAL ADVISERS LIMITED
Address: AFH House, Buntsford Drive, Bromsgrove, Worcestershire, B60 4JE, GB
Telephone: 07977 533221
Price range: $$
Rating: 5

aka Mulberry Chtd Financial Planners, MULBERRY INDEPENDENT FINANCIAL ADVISERS LIMITED

Authorised FRN 459871 5.0 (2)

About

Sarah McDonald Mulberry House Wealth Management Limited All the financial advice you need, all in one place “It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for” Robert Kiyosaki on why people benefit from professional financial advice. This is what I aim to do, to help you make good decisions about your money – provi...

Source: sarahmcdonald.2plan.com

Contact & Location

Address

13 Bacopa Dr, Retford DN22 7ZW, UK

More advisers in Bromsgrove

Phone

07977 533221

Website

sarahmcdonald.2plan.com

View on Google Maps

Opening Hours

Monday9:30 AM – 5:00 PM

Tuesday9:30 AM – 5:00 PM

Wednesday9:30 AM – 5:00 PM

Thursday9:30 AM – 5:00 PM

Friday9:30 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Investments Pensions Retirement

Regulatory Information

FRN: 459871
Status: Authorised
Date Authorised: 2 January 2007
Years Authorised: 19 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (19)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Providing basic advice on stakeholder products
✓Debt-counselling
✓Debt Adjusting
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home purchase plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Making arrangements with a view to transactions in investments
✓Assisting in the administration and performance of a contract of insurance
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 05973527
Company Status: Active
Incorporation Date: 20 October 2006
Directors: 3
Accounts Category: Full
Last Accounts Filed: 31 October 2024
SIC Codes: 64999

Team (15)

Alexis Larvin
Approved
Alan Hudson
Approved
Hayden David Robinson
Approved
Stephen Charles Heathcote
ApprovedCertified
Arash Fereydun Nasri
Certified
Miles Benjamin Wyatt
Certified
James Michael Boyce
Certified
Andrew Victor Powell
Certified
Barry John Willis
No longer required
Sarah Pearson
Certified
Matthew Sean Allen
No longer required
David Simon John Holland
Certified
Simon John Allen
No longer required
Tiffany Chambers
Certified
David Frederick John Martin
No longer required

Google Reviews

5.0

2 reviews on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Bromsgrove, West Midlands
19 years FCA-authorised
16 registered individuals
4 specialisms
19 FCA permissions
CH 05973527

Interested?

Request a no-obligation introduction.

Is this your firm?

Claim this profile to add your bio, photo, and fee information.

Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.