Meet Moneytree Wealth Management
We're not your typical financial advice firm, we take a different approach
We prefer a more relaxed, simpler way of doing things, so you can feel comfortable with us and know exactly what the advice you've been given means to you.
Since 2010, we've grown the firm organically in terms of advisers and clients and are very proud of the business we operate to today
Meet the team
Co Director / Financial Adviser
Co Director / Pension Specialist
Financial Adviser / Paraplanner
Head of Mortgages / Mortgage Adviser
The old school approach of men in suits talking about complicated financial products you don't understand isn't us.
We like to meet our clients face-to-face for a coffee (you should see our machine) or tea and a chat, so we can get to know them before we start looking into financial products for them.
For many, receiving professional financial advice is a liberating and inspiring process that brings certainty and peace of mind. For others, it brings the realisation that they have the resources to achieve more in life than they’d ever thought possible.
Your local advisors
We're a team of financial/wealth advisers, mortgage advisers and admin assistants with our office based in Chester city centre - where we hold the majority of our meetings.
We are happy to travel further afield and conduct a meeting in the comfort of your own home, and so we cover all of the North West & North Wales. If you’re even further away, but feel one of our advisers would be a good fit for your needs, we can get tech savvy and have a Zoom meeting!
Talk to an expert
Send a message to one of our experts at Moneytree Wealth Management and we'll get back to you as soon as possible to help.
- Free initial pension health check
- Free initial investment health check
- Free initial mortgage review
Need some help?
Talk to our experts today