Moneytree Wealth Management
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Contact us

We’re based in Chester city centre, and cover Cheshire, Wirral, Merseyside, Lancashire, the Isle of Man, Staffordshire, and some parts of Wales.

Contact a Moneytree adviser

Get in touch and we’ll arrange for one of our wealth managers to contact you. Use the form below, or write, call or email us if you prefer.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

If you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Quilter Financial Planning Complaints Department

Customer Complaints Manager


SR43 4JP

Tel: 0808 171 2626



You can find more information by visiting the Quilter Financial Planning website:

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (

Connor Lovatt

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