Mulberry Chartered


Mulberry Chartered are a family run business as our two shareholding directors, Matthew and Simon Allen, are brothers. Each have over twenty years experience within the financial services industry as financial advisers and many of our earliest clients are still with us. We believe this is down to building long term trusting relationships with our clients and a commitment to providing an excellent ongoing service which we consider to be amongst the best in our industry.

We are proud of our Chartered Status – The ultimate symbol of professionalism

As our name suggests, Mulberry Chartered has been awarded Chartered status by The Chartered Insurance Institute. This is considered to be the ‘Gold Standard’ of excellence and integrity within the financial services industry and as such places Mulberry Chartered in the highest category of advisory firms, a category achieved by fewer than 4% of firms in the UK.

Chartered status demonstrates a professional commitment to raising standards of knowledge, capability and ethical practice and as stated by The Chartered Insurance Institute; it tells our clients that they can expect the “highest quality of service”.

Our client base has been built on recommendations from individuals and business professionals over many years and this continues to be a major source of new clients. We have also expanded by acquiring a number of other financial services businesses and our client base is distributed throughout the UK.

Our advisers are supported by a professional team of client focused support staff and complemented by an efficient IT infrastructure. Our team at Mulberry Chartered are regularly complimented on their professionalism, attention to detail and the excellent overall customer service experience. Please take a look at our client Testimonials.

All of this ensures Mulberry Chartered will provide you with the highest possible standards of service and advice whenever you require financial expertise.

Please visit our website at to find out more about the services we offer. If you would like to talk to one of our advisers regarding your requirements then please contact us for an initial chat.

Contact us on 020 8744 8010


If you require further information please complete the contact form.