Moneytree Wealth Management

Small & Medium Business

Image for Small & Medium Business

Now you’ve had your business a good while and things are going well. You’ve diversified, sales are up and so are your profit margins.

Explore our services

Pension Planning

You’re probably likely to have - or will be thinking about having - people working for you now too. And you’ll know all about having to offer them a company pension scheme. Start looking now and see if you can find a better place to invest.

Image for Pension Planning

Business Protection

Your workforce and management team are the best assets your business has, so it’s essential to get them properly protected.

Image for Business Protection

Talk to an expert

You might have received a good bonus or redundancy pay-out from work, or a generous inheritance from a deceased family member and need to invest a lump sum, or perhaps you want to save a regular amount for when you retire. Either way, these options could be what you need.

  • Free initial pension health check
  • Free initial investment health check
  • Free initial mortgage review
Haleam Muhashash

Need some help?

Talk to our experts today


How we use your data