Financial Services - N/A, N/A, UK
Mulberry Bow is a boutique chartered financial planning practice based in the City of London. We provide holistic, independent advice to private clients, with a cap of 50 clients per chartered financial planner ensuring a proactive and personalised service. We meet our clients exclusively through personal recommendations from existing clients, private banks, lawyers and accountants and charge an 'all in' fee. In short, we sit on the client's side of the table. At the heart of Mulberry Bow is the belief that there are no shortcuts to giving you peace of mind. We 'sweat the small stuff' on your behalf and commit to helping you and your family for as long as you need us. You begin by telling us what's important to you, how your finances are currently structured and what you want money to 'do' for you. Then we educate you, without patronising, about the key threats to your financial wellbeing, and your most advantageous, non-controversial planning opportunities. On this foundation we build a considered, well-informed and tailored Plan for achieving your financial goals; then we walk every step of that journey with you. If you would like to know more about Mulberry Bow, please go to www.mulberrybow.com where you will find an animation explaining our ethos and the story of our first ever client, in addition to our podcast series: Mulberry Bow Money Academy (MBMA). This educational library of short podcasts aims to demystify money, financial planning and investing.
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