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
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY

Tel: 0191 241 0700

We will be happy to provide you with a summary of the internal procedures for handling complaints, this is available without charge upon request.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (e.g. if we arranged insurance or a regulated mortgage product).

Haleam Muhashash

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