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  11. Moneytree Wealth Management Ltd

Moneytree Wealth Management Ltd

Restricted - Whole of Market  Moneytree Wealth Management, Chester, CH1 1RQ
We specialise in retirement planning and pension advice from our Chester city centre office.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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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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Socially responsible 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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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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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 income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 9th May 2022
Meet our advisers
MR Linford Brown MSc
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Tom Lenton
Co Founder / Director / Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

MR Nigel Court
Financial Planner - Investments / Long Term Care

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

MR Mark Fletcher MA (Cantab)
Financial Planner / Occupational Pension Specialist

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

MR Haleam Muhashash BA (Hons) LLB (Hons)
Financial planner - Pension / Auto Enrolment

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Martin Dudley
Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mrs Amy Smith
Head of Mortgages
Mr Paul Jenkins
Mortgage Broker

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Mr Connor Lovatt
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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
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.

Where to find us
Head office address: Moneytree Wealth Management, Talbot House, Albion Street, Albion Street, Chester, CH1 1RQ
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Moneytree Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Moneytree Wealth Management Ltd. Registered in England and Wales, under no. 07399360.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 9th May 2022

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