Moneytree Wealth Management Ltd
Initial consultation free
Restricted
We specialise in retirement planning and pension advice from our Chester city centre office.
We can advise you on
Clients
helped
275helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Linford Brown MSc
Director
MR Tom Lenton
Co Founder / Director / Financial Planner
MR Mark Fletcher MA (Cantab)
Financial Planner / Occupational Pension Specialist
MR Haleam Muhashash BA (Hons) LLB (Hons)
Financial planner - Pension / Auto Enrolment
What our clients say
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Steve Jaques
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...
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Karla Billington
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.
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David and Pam Graham
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...
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Tom Cowley
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...
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Valerie Yousef
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...
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.
Legal information
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