Money Tree Financial Planning Limited

Independent Financial Adviser  Sycamore House, West Midlands, Wolverhampton, WV4 4JN
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FCA authorised
Last authorised 7th June 2021
Making the complex simple
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
Meet our advisers
MR Ian Maltby
Director
About us

We are a family owned business and pride ourselves on our reputation, most of all the level of service that we provide to our clients and the long term relationships that we have developed with them.

We take a holistic approach to financial planning, tailoring our advice around individual client needs and objectives.

Client engagement and regular reviews are the key element of the service that we offer.

Our services

We pride ourselves on providing a comprehensive financial advice service, with specialist qualifications in respect to Pensions advice.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Sycamore House, 17A Orton Grove, Penn, West Midlands, Wolverhampton, WV4 4JN

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