Mulberry Wealth Management Limited

• Principal Place of Business

  366 & 368 Cyncoed Road

  Cyncoed

  Cardiff

  South Glamorgan

  CF23 6SA

  UNITED KINGDOM

  Phone

  +4402920023333

  Web

  https://www.mulberrywealth.co.uk

• Complaints Contact

  366 & 368 Cyncoed Road

  Cyncoed

  Cardiff

  South Glamorgan

  CF23 6SA

  UNITED KINGDOM

  Phone

  +4402920023333

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Sean Paul Escott

  IRN SXE00116

  • [FCA CF] Client dealing (6 Oct 2021 to 28 Feb 2023)
  • [FCA CF] Functions requiring qualifications (6 Oct 2021 to 28 Feb 2023)
• Simon James Maxwell Robinson

  IRN SXR00976

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 19 Jun 2025)
  • [FCA CF] Client dealing (since 19 Jun 2025)
• Siobhan Thomas

  IRN SXW01516

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 1 Mar 2021)
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2021)
• Tracey Anne Daniel

  IRN TAD01033

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Jan 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jan 2021)
  • CF30 Customer (25 Oct 2018 to 8 Dec 2019)

• HODGE BAKSHI WEALTH MANAGEMENT LTD (no longer appointed)

  FRN 929765 · Appointed 13 Jul 2020 · Until 2 Oct 2025

• Bevington Evans & Associates Ltd (no longer appointed)

  FRN 224351 · Appointed 4 Jan 2010 · Until 10 Dec 2012

• Morris Brown Ltd (no longer appointed)

  FRN 426113 · Appointed 28 May 2009 · Until 10 Dec 2012

No changes recorded yet.