Moneytree Wealth Management Ltd

Financial Adviser (Restricted Whole of Market) Moneytree Wealth Management, Talbot House, Albion Street, Cheshire, Chester, CH1 1RQ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th May 2019
We are a firm of forward-thinking Financial Advisor's passionate about constructing, preserving and increasing our clients’ wealth.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Tom Lenton
Director / Financial Planner
Geoff Dennerley
Financial Planner / Trusts & Estate Planning
Mark Fletcher MA (Cantab)
Financial Planner / Occupational Pension Specialist
Haleam Muhashash BA (Hons) LLB (Hons)
Financial planner - Pension / Auto Enrolment
Nigel Court
Financial Planner - Investments / Long Term Care
adviser-person
Linford Brown MSc
Director
What our clients say
I would like to take this opportunity to thank you for all the work you have done in helping me with the pension advice you gave me. I thought when the government talked of introducing this mandatory pension I would find myself in a difficult situation, but with you help my mind is now at ease. Your help has been so valuable I can’t tell you.
Steve Jaques, Birkenhead, Wirral
I write to thank you for the recent services you provided in reviewing and rearranging my personal finances. Your advice and obvious expertise proved invaluable in enabling me to make my decisions and put alternative arrangements in place. I would have no hesitation in recommending your services to my clients should the need arise.
Tom Cowley, Moreton, Wirral
Nigel took great care to ensure I understood the proposition, and was open about my options. This was very much appreciated and I felt the whole matter was handled with skill and care.
Karla Billington, Birkenhead, Wirral
I am very happy to recommend Moneytree who advised me on my investments. They were patient with me, very professional yet personal and clear on charges from the outset. And most importantly my investments have done better than I expected!
Valerie Yousef, Chester
Please pass on my thanks to all your team Tom at Moneytree. We both found you very approachable and really benefited from the retirement advice you gave us both. Before visiting we we just utterly confused but you explained our options clearly and allowed us to make an informed decision based on your recommendations to us. Thanks again David
David and Pam Graham, Chester, Cheshire
Where to find us

Moneytree Wealth Management, Talbot House, Albion Street, Cheshire, Chester, CH1 1RQ

Make an enquiry
About us

At Moneytree Wealth Management we guide you financially through or during the different stages of your life.

Making Financial Plans that work for you how ever complicated or straight forward your life maybe we can help make sense of it all.

Our services

At Moneytree Wealth Management we believe we can make a difference to your financial future by offering plain speaking advice, tailored specifically for you, throughout the different stages of your life.

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

Registered in England and Wales: Company Number 07399360. Registered Address Talbot House, Albion Street, Chester CH1 1RQ

Moneytree Wealth Management Ltd is an appointed representative of Intrinsic Financial Planning Limited / Intrinsic Mortgage Planning Limited, Registered in England 5372217.

The value of investments and pensions can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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