Simon Allen

Mat Allen - Copy

About me

Along with my brother Matthew, I am one of the founding Directors of Mulberry, which we sold to AFH in 2019, as well as a client facing Chartered Financial Planner.

Since starting in this sector in 1988 I’ve helped our clients navigate uncertain financial times, from boom to bust and back again. I’m proud to say that many have been with us for more than 20 years and are now enjoying a safe and secure retirement as a result.

Why saving is important to me?

I want to help my three children get onto the property ladder, whilst still leaving enough in the pot for my wife and I to enjoy a bit of spirited spending in our retirement!

Interesting fact

One of my sons flew me over the ‘Top-Gun’ air force base when he was 21 and had just acquired his pilot’s licence, it’s still the scariest thing I have ever done, and I have been Skydiving!  

Specialist areas of advice

  • Saving & investments
  • Pension & retirement planning
  • Estate planning 
  • Taxation 
  • Family Protection
  • Mortgages
  • QROPS & QNUPS

Location

Twickenham, London and the surrounding areas.