Moneytree Wealth Management Ltd
15th July 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
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
-
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- OEICs
- Socially responsible investments
-
Savings
- Lump sum
- Regular savings
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
-
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
-
Long Term Care
- Long term care
Meet our advisers
Tom Lenton
Director / Financial Planner
Qualifications & Accreditations
CeFa - Certificate for Financial Advisers
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
Geoff Dennerley
Financial Planner / Trusts & Estate Planning
Qualifications & Accreditations
DipFA - Diploma for Financial Advisers (LIBF)
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
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
CeFa - Certificate for Financial Advisers
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.
Mark Fletcher MA (Cantab)
Financial Planner / Occupational Pension Specialist
Qualifications & Accreditations
G20 - Personal Investment Planning (CII)
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.
G10 - Taxation and Trusts (CII)
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.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
IMC - Investment Management Certificate (CFA)
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Haleam Muhashash BA (Hons) LLB (Hons)
Financial planner - Pension / Auto Enrolment
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Nigel Court
Financial Planner - Investments / Long Term Care
Qualifications & Accreditations
J08 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
DipFA - Diploma for Financial Advisers (LIBF)
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
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
CeFa - Certificate for Financial Advisers
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.
Linford Brown MSc
Director
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
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.
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.
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!
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
Where to find us
Moneytree Wealth Management, Talbot House, Albion Street, Cheshire, Chester, CH1 1RQ
Make an enquiryAbout 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.
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