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GROWING YOUR FINANCIAL WELLBEING

We aim to make you happier not just wealthier

 * Personal
 * Business

Retirement advice

Later life retirement years

Thinking about the future

Family & career building

Start-ups and entrepreneurs

Small and medium business

Well-established larger businesses



HELLO FROM MONEYTREE WEALTH MANAGEMENT

At Moneytree Wealth Management, we know how important it is to look after you
and your family financially and make your money work for you.

We'll help you create a financial plan for your future, whether you’re thinking
about when you don't want to work as hard or have been enjoying your retirement
for a few years and want to make sure everything’s in the right place for your
family.

Your financial plans are unique to you, so the help and advice we give you as
advisers is designed just for you. We’ll talk about your situation and whats
important to you and your family, and then demonstrate with the use of
technology how you achieve it. We aim to be different to other companies in our
space, no financial jargon or product push.

Just tax efficient, long term financial planning advice, that makes use of your
existing provisions and the tax allowances available to you.

You might be looking to put a bit away every month, have started saving for your
children’s future ie university fees, or simply want to have an income for when
you don't want to work as hard.

Our team of advisers are here to help you and its our aim to make you happier
not just wealthier which we believe is so important.

 

Meet Moneytree


> The picture of retirement is changing dramatically and the success of
> retirement is not measured solely in financial terms. Our understanding of
> this makes Moneytree different.
> 
> Tom Lenton, Co-Founder & Director, Moneytree


IT’S ALL ABOUT YOU

Before you talk to us…

… take time to think about your future and whats important to you and your
family, think about what you might need in terms of future income, larger
amounts you may require and most importantly what you may want to do to make you
and those close to you happy.

We all need a passion and to feel we have a purpose, have you thought what yours
is? Its generally whats important to us and what makes us feel happy and
fulfilled. We see our role as your financial planners and advisors to help you
achieve it.

In the meantime, please have a look round our site and have a good read of
anything you like the sound of. 

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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Ready to get in touch?

Simply complete our contact form, give us a call on 01244 470 107 or send us an
email.  

If you’ve been putting off getting financial advice because you think it’s
complicated or expensive - please get in touch and let us show you it doesn’t
have to be. 

PENSIONS & RETIREMENT ADVICE

 * Personal Pension advice
 * Pension transfer advice
 * Occupational pension transfer advice

SAVINGS & INVESTMENT ADVICE

 * ISA advice
 * General Investment Account
 * Investment Bond

MORTGAGE ADVICE

 * First time buyers
 * Remortgage advice
 * Equity release advice

View personal services
View business services
Previous

> 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.
> 
> T M Cowley

> Thank you for taking the time to sort out mine and John's life insurance
> recently. We were able to agree to a policy that is in fact paid through our
> business so suited our needs perfectly.
> 
> Your personal service was excellent from first contact and I would have no
> hesitation in recommending you to others looking for financial services.
> 
> Kate Aspinall

> Please pass on my thanks to all your team at Moneytree. We both found you very
> approachable and really benefited from the retirement advice you gave us both.
> Before visiting we were just utterly confused but you explained our options
> clearly and allowed us to make an informed decision based on your
> recommendations to us. Excellent!!
> 
> David and Pam Graham

> I would recommend independent business owners or business professionals with
> money to invest who need a trustworthy financial partner who really takes the
> time to understand your individual situation and long-term aspirations and
> provides the best advice for you and for the benefit of your financial future.
> 
> Robert McKay, Managing Director

> 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

> 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 your help my mind is now at ease.
> 
> Your help has been so valuable I can't tell you.
> 
> Steve Jaques

> 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.
> 
> T M Cowley

> Thank you for taking the time to sort out mine and John's life insurance
> recently. We were able to agree to a policy that is in fact paid through our
> business so suited our needs perfectly.
> 
> Your personal service was excellent from first contact and I would have no
> hesitation in recommending you to others looking for financial services.
> 
> Kate Aspinall

> Please pass on my thanks to all your team at Moneytree. We both found you very
> approachable and really benefited from the retirement advice you gave us both.
> Before visiting we were just utterly confused but you explained our options
> clearly and allowed us to make an informed decision based on your
> recommendations to us. Excellent!!
> 
> David and Pam Graham

> I would recommend independent business owners or business professionals with
> money to invest who need a trustworthy financial partner who really takes the
> time to understand your individual situation and long-term aspirations and
> provides the best advice for you and for the benefit of your financial future.
> 
> Robert McKay, Managing Director

> 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

> 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 your help my mind is now at ease.
> 
> Your help has been so valuable I can't tell you.
> 
> Steve Jaques

> 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.
> 
> T M Cowley

> Thank you for taking the time to sort out mine and John's life insurance
> recently. We were able to agree to a policy that is in fact paid through our
> business so suited our needs perfectly.
> 
> Your personal service was excellent from first contact and I would have no
> hesitation in recommending you to others looking for financial services.
> 
> Kate Aspinall

Next


OUR LATEST NEWS

@MONEYTREEWEALTH

 * None of us like to think about becoming ill or something awful happening to
   us or our loved ones, but if they do, it’s important to know you’ll all be ok
   financially https://t.co/Bvw8jx6PGp#wholeofmarket #chestertweets
   #incomeprotection
   7 October 2021
 * 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
   https://t.co/4c6eTUlsFq#chestertweets
   6 October 2021
 * #chesterhourAm I rich enough to hire a #wealthmanagement advisor? Those on
   low wages and with few assets often have relatively simple needs: to pay off
   high-interest debt, max out their workplace pension, save more, and make some
   basic investments https://t.co/cJiQTDVATY
   5 October 2021

AM I RICH ENOUGH TO HIRE A WEALTH MANAGEMENT ADVISOR?

As individuals become wealthier, their financial situation often becomes
increasingly complex. Those on low wages and with few assets often have
relatively simple needs: to pay off high-interest debt,… read more

 * 22 September 2021
 * Blog



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.

Registered office address – Talbot House, Albion Street,
Chester, England, CH1 1RQ

Tax Planning, Trusts, Estate Planning, Buy to Let Mortgages, Commercial
Mortgages and Auto Enrolment are not regulated by the Financial Conduct
authority.

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