Moneytree Wealth Management

Well-established larger businesses

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Your business is now a success and you might be starting to think about its future. The workforce has grown and you’re a major player in your industry. In a few years, you might have to think about succession planning and who could take over from you.

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Company Pension

You’ve got a lot of people employed at your business and you legally have to offer a pension scheme to them. There are a lot of providers to choose from and it can be tricky finding the best one for your workforce.

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Business Protection

Your workforce and management team are the best assets your business has, so it goes without saying that they need to be fully 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
Tom Lenton

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