Here at Mulberry Tree Wealth Management, we believe that "face to face advice" where possible is key to building up trust and long-term relationships with our clients. So, in 2000, a new, totally client-focused independent advice firm in Cherry Hinton, Cambridge called Anglia Financial Limited was set up. Over time, the business evolved, and in late 2011 took the decision to become appointed representatives of St. James's Place and re-branded to AFL Financial Strategies Limited. This business in 2024, has now been incorporated into Mulberry Tree Wealth Management Ltd. with Nik and Justin as the Directors.

We feel very proud to have a great back-office team which supports us,  who continually grow their knowledge of our industry enabling the best standards of advice and service to be delivered. We believe that professional qualifications we achieve ultimately help our clients and with this in mind, Nik has been a Chartered Financial Planner since 2015. Justin is currently undertaking the exams to gain this qualification and hopes to achieve this status in 2025.

Please do take a moment to tour our website and see how we may be able to help you, your family, your business and friends.