Moneytree Wealth Management

Small & Medium Business

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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.

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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.

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Business Protection

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

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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

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