We pride ourselves on our warm, friendly service. Most of our clients come to us through personal recommendation and we believe this is due not only to our financial expertise and integrity but to the individual and in-depth approach we take to helping you meet you manage your estate.
Steve has been advising on investments, insurances and pensions for over 23 years and continues to take great pleasure in seeing the financial planning process benefitting his clients.
Originally from Gorseinon, he worked for the National Westminster bank for many years and settled in Bridgend after relocating as part of his work with them.
Outside of work, Steve and and his wife Gill enjoy spending time at their holiday home in Spain as well as gardening and socialising.
A former Rugby Union Referee Steve follows all rugby in general and the Wales team wherever they are playing.
Jonathan has been advising on investments, insurances and pensions for over 20 years and really enjoys helping people plan for their future.
Before entering the world of financial advice Jonathan was in the Royal Air Force and worked in Air Traffic Control in London and Scotland before settling in Wales.
Jonathan has been married for 26 years and his wife Ann – a local magistrate and teacher – now spends much of her time working alongside him. They have two children.
In their spare time, they enjoy exploring the Welsh countryside and walking their two Springers, Oscar and Poppy. Living in Wales Jonathan finds it is compulsory to be a rugby fan and with a Welsh father and English mother he can support whichever side is winning!
Mulberry Vale Trust Planning Ltd is not regulated by the Financial Conduct Authority as we undertake activities that are not regulated or authorised by the FCA including Trust work, Will drafting, Research, Legal work and other non-regulated activities. The content of this website does not constitute regulated financial advice of any description nor does it purport to do so. If regulated advice is needed you will be referred to either a specialist financial adviser of Harries Powell & Price Ltd or a financial adviser of your own choice.