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 Tom Lenton
Co Founder / Director / Financial Planner
Mr Connor Lovatt
Financial Planner
MR Mark Fletcher MA (Cantab)
Financial Planner / Occupational Pension Specialist
Mrs Amy Smith
Head of Mortgages
What our clients say
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T 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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V 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...
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S 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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K 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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Mr & Mrs D 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...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 17/01/202 Some buy to let Mortgages are not regulated by the financial conduct authority Commercial mortgages, Auto enrolment and employee benefits are not regulated by the financial conduct authority Estate & Tax planning is not regulated by the financial conduct authority
Legal information
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