Mulberry Bow (Wealth Planning) is a chartered, independent financial planning boutique based in London and Birmingham, serving successful entrepreneurs and professionals. It delivers holistic wealth management—tax‑efficient investing (ISAs, CGT, EIS, VCT, pensions), pension/retirement strategy, estate planning coordination, and insurance reviews—acting as a finance director for clients’ personal finances. The firm does not provide legal or tax advice directly, partnering with specialist advisers across the UK to deliver integrated solutions.
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