Predominantly I am a Pensions and Investments Specialist and my typical Client is approaching age 50+ and needs my help to determine what their Retirement income could be and if this is enough to retire on. I can help you tidy up all the small plans you have accumulated in your working life and talk you through your cash flow needs in your future years. I also help people with their wider Financial needs, such as IHT & Estate Planning, Tax Mitigation, Protection (Personal & Business), Equity Release and Long Term Care Planning. I generally work with Private Clients, but I can also assist Business owners with their bespoke needs. Top and bottom of it, I can help you make sense of it all. My aim is to help you understand your needs and where necessary to deliver solutions in a simple and professional manner with a good dose of humour on the side. I would like to develop and maintain a long term relationship with you as a client, but I will accept some Clients on a transactional basis. I have extensive experience in Financial Planning, and offer face to face advice to Clients across Nottinghamshire, Yorkshire, Lincolnshire & Derbyshire. I can also offer my services further afield remotely. Here is a list of some of the things I can advise you on;
Individual Clients
Pensions - Pre & Post Retirement - Including Drawdown & Annuities
Pension consolidation
Investments & Wealth Management
Discretionary Fund Management
Ethical Investing
IHT & Estate Planning
How to leave your Family a Legacy
Protection - Whole of Life, Term Life Cover, Critical Illness Cover, Income Protection
Equity Release
Long Term Care / Care Costs
Cash Management
Advice on how to split Pensions on Divorce
Pension Sharing Orders
Mortgage Capacity Reports in Divorce cases
Child Trust Funds / Junior ISA's
Personal Injury Trusts
School Fee Planning
Final Salary Pension Advice
Tax Planning Opportunities
Business Clients
Auto Enrolment Schemes
Business Protection Solutions
Relevant Life Insurance
Shareholder protection
Business Loan Protection
Key Person Insurance
Executive Income Protection
Staff Benefits
Point of contact for Staff
Group Schemes
Company Pension Scheme Administration
Life Insurance
Critical Illness Cover
Income Protection
Mulberry House Wealth Management Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Mulberry House Wealth Management Ltd is entered on the FCA register (www.FCA.org.uk) under no. 1001015. Registered office: Mulberry House, 13 Bacopa Drive, Retford, Nottinghamshire, DN22 7ZW. Registered in England and Wales Number: 14896065
