More than money
At Moneytree Wealth Management, we know how important it is to look after you and your family financially and make your money work for you.
We'll help you create a financial plan for your future, whether you’re thinking about when you don't want to work as hard or have been enjoying your retirement for a few years and want to make sure everything’s in the right place for your family.
Your financial plans are unique to you, so the help and advice we give you as advisers is designed just for you. We’ll talk about your situation and whats important to you and your family, and then demonstrate with the use of technology how you achieve it. We aim to be different to other companies in our space, no financial jargon or product push.
Just tax efficient, long term financial planning advice, that makes use of your existing provisions and the tax allowances available to you.
You might be looking to put a bit away every month, have started saving for your children’s future ie university fees, or simply want to have an income for when you don't want to work as hard.
Our team of advisers are here to help you and its our aim to make you happier not just wealthier which we believe is so important.
Meet Moneytree
The picture of retirement is changing dramatically and the success of retirement is not measured solely in financial terms. Our understanding of this makes Moneytree different.
Before you talk to us…
… take time to think about your future and whats important to you and your family, think about what you might need in terms of future income, larger amounts you may require and most importantly what you may want to do to make you and those close to you happy.
We all need a passion and to feel we have a purpose, have you thought what yours is? Its generally whats important to us and what makes us feel happy and fulfilled. We see our role as your financial planners and advisors to help you achieve it.
In the meantime, please have a look round our site and have a good read of anything you like the sound of.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Ready to get in touch?
Simply complete our contact form, give us a call on 01244 470 107 or send us an email.
If you’ve been putting off getting financial advice because you think it’s complicated or expensive - please get in touch and let us show you it doesn’t have to be.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Approver Quilter Financial Planning Limited and Quilter Mortgage Planning Limited 15/02/2024
