Moneytree Financial Solutions Ltd

Independent mortgage adviser  Sutton House, Runcorn, Cheshire, WA7 3FW
First meeting at adviser's own cost
True whole of market equity release and mortgage advice with fixed, low fees that you only pay when you are happy to implement our advice. Delivering advice of distinction across Merseyside and Cheshire.
We can advise you on
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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 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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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Timothy Lynch
Mortgage, Protection & Equity Release Adviser

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.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations
Certified Financial Planner
About us

A full financial advisory practice offering advice across all aspects of Pensions, Investments, Protection, Mortgages, Estate Planning, Equity Release and Corporate Planning.

Our services

Fast, Friendly, Personal Service. Experts with every aspect of mortgages, whether it's your first home, your next home, remortgages, investment and buy to let property or releasing equity from your home to enjoy a more luxurious retirement.

You may benefit from our wider level of expertise to provide a complete service, if you require it, such as: -

- Protecting yourself and your family financially from death, illness and interruption to your income
- Protecting your assets against damage or loss
- Estate Planning
- Maximising investment return by mitigating tax
- Investing for Income

Where to find us
Head office address: Sutton House, Ashville Point, Sutton Weaver, Cheshire, WA7 3FW
Preferred clients
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

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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