Chartered Financial Planner & Partner
Simon has been advising private clients for more than 20 years; joining Chase de Vere's graduate training program in 1997 after gaining a BA Hons 2:1 and an MA from Bristol Business School. He went on to work for Schroders and Barclays Private Bank (where he led the wealth structuring team in London). He is a Chartered Financial Planner and his role at Mulberry Bow is focused on advising clients and leading the practice. Simon specialises in acting as a 'Personal FD' for entrepreneurs, and he wrote the white paper 'Pre-exit planning for entrepreneurs in the UK' released by Barclays in January 2015.
Chartered Financial Planner
Andrew entered the world of financial planning 10 years ago, upon graduation from the University of Leeds, where he gained a BA Honours 2:1. He has worked exclusively with private clients ever since, at John Lamb Financial Planning, Barclays Private Bank (as part of the new High Net Worth team Simon Bullock led) and more recently Weatherbys Private Bank. Andrew continuously sharpens his technical knowledge since becoming Chartered in Q1, 2017; he recognises that continuous learning is crucial to helping clients and families with complex and challenging financial situations. His role at Mulberry Bow is to focus purely on client advice.
Practice Manager & Compliance Officer
After gaining a BA Honours 2:1, Jessica joined a graduate financial planning training program at RSM Tenon. Following this she worked in several well known advisory firms as a 'Paraplanner', specialising in technical support and research for private client advisers. Jessica holds the Financial Planning Diploma (DipPFS) and will achieve Chartered status during 2017. Jessica joined Mulberry Bow in December 2015 and as our Practice Manager leads all non-client facing aspects of the practice, as well as acting as our Compliance Officer or 'CF10'.
Chartered Accountant & Partner
After getting a First in Maths from UCL, Lee joined Freeman & Partners as a trainee and worked his way up to partner in seven years. When the business was sold to Crowe Clark Whitehill, he became a director of the combined practice. Once integration was complete, Lee joined Wilson Wright to completely focus on client work and remains a partner. He is a fellow of the Association of Chartered Certified Accountants (ACCA). Lee works closely with Simon on the Mulberry Bow proposition, to ensure it is genuinely 'standout' against our competition.
Risk & Best Practice Consultant
Suzi has been working in the financial services industry for 19 years, during which she has advised private clients and expanded her knowledge and skills into the field of regulatory compliance and risk management. Her role at Mulberry Bow is to provide independent compliance and risk management advice to the partners, and support Jessica as our Compliance Officer. Suzi also guides our approach to pursuing best practice, so that our client advice and service is consistently of a high quality. As a Chartered Planner and Fellow of the Personal Finance Society, Suzi is a perfect fit for Mulberry Bow and our clients.
Oliver has been providing IT support to a variety of businesses, internationally, for over six years. Formally at companies such as EtherLive and Caspian Media Ltd, he has a wealth of experience in managing SME IT and the world of cloud computing. He recently joined Wilson Wright LLP to manage the IT at the firm and is also consulting on a large GDPR and BACS project for Wilson Wright, to ensure that the firm remains fully compliant in protecting client data and privacy, with all appropriate working practices in place. His role at Mulberry bow is to provide IT support and advice.
Client Service Manager
After gaining a 2:1 BA Honours in Ancient World Studies (Greek & Latin) at UCL, Milica travelled and lived in South-East Asia before entering financial services. After initially working at PWC, Berwin Leighton Paisner and industry bodies ACT & ACCA, Milica then spent seven years in the risk & compliance team at Visa. Milica joined Mulberry Bow in November 2017 as Client Service Manager and her focus is on maintaining the client experience, both when clients initially engage us, and the ongoing service once 'onboard'. Milica supports the advice process, seeks to make our clients' lives as easy as possible, administratively, and helps facilitate our educational events.
Gosia was born in Warsaw, Poland and having completed a diploma in Applied Linguistics at Warsaw University, gained a First in Psychology & Modern History at the University of London, Westminster. Having won a full scholarship, she also won Dissertation of the Year in history for her analysis of the Yalta Conference. Upon graduation, Gosia pursued her passion for people and performance at Morgan Hotel Group and Norton Rose Fulbright, before becoming Head of Talent and a board director at Ideal Networks, one of the fastest growing tech companies in the UK. After having twins, Gosia joined Mulberry Bow in 2018 to help drive HR, events and client comms.