Moneytree Wealth Management

Hello from Moneytree

At Moneytree, we know how important it is to look after yourself financially and making the most of your money is really important whatever stage of life you’re at. We can help you plan for the future whether you’re thinking about buying your first home, or have been enjoying your retirement for a few years and want to make sure everything’s sorted for your family.

We understand your financial needs are unique, so the help and advice we give you is designed just for you. We’ll talk about your situation, and let you know how you can reach your financial goals in a way that’s right for you.

You might be looking to put a bit away every month, have started saving for your children’s future university fees, or simply want to know if you can invest in a more efficient way. Maybe you’ve moved jobs a few times and have lots of pensions in different schemes or are worried you haven’t got enough protection in place if something goes wrong.

 

Meet Moneytree
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It's important that you have a flexible financial plan that reflects where you are now and where you want to be in the future

Tom Lenton, Director, Moneytree

It’s all about you

Our promise is that we’ll always treat you fairly. When it comes to making the right investment choice, you can count on Moneytree.

Before you talk to us…

… it’s a good idea to look through your files and dig out any financial paperwork if you can. We’ll more than likely need it in the future. You might be asked for documents to prove your identity and other legal stuff we have to check too.

In the meantime, please have a look round our site and have a good read of anything you like the sound of. 

Ready to get in touch?

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. Simply complete our contact form, give us a call on 01244 470 107 or send us an email.  

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.

Please pass on my thanks to all your team at Moneytree. We both found you very approachable and really benefited from the retirement advice you gave us both. Before visiting we were just utterly confused but you explained our options clearly and allowed us to make an informed decision based on your recommendations to us. Excellent!!

David and Pam Graham

I would recommend independent business owners or business professionals with money to invest who need a trustworthy financial partner who really takes the time to understand your individual situation and long-term aspirations and provides the best advice for you and for the benefit of your financial future.

Robert McKay, Managing Director

Nigel took great care to ensure I understood the proposition, and was open about my options. This was very much appreciated and I felt the whole matter was handled with skill and care.

Karla Billington

I would like to take this opportunity to thank you for all the work you have done in helping me with the pension advice you gave me. I thought when the government talked of introducing this mandatory pension I would find myself in a difficult situation, but with your help my mind is now at ease.

Your help has been so valuable I can't tell you.

Steve Jaques

I write to thank you for the recent services you provided in reviewing and rearranging my personal finances. Your advice and obvious expertise proved invaluable in enabling me to make my decisions and put alternative arrangements in place

I would have no hesitation in recommending your services to my clients should the need arise.

T M Cowley

Thank you for taking the time to sort out mine and John's life insurance recently. We were able to agree to a policy that is in fact paid through our business so suited our needs perfectly.

Your personal service was excellent from first contact and I would have no hesitation in recommending you to others looking for financial services.

Client - Aspinall

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