slider image

Welcome to Moneytree Financial Solutions

slider image

For Help With Retirement Planning

Call Us Now
slider image

For Help With Financial Planning

Call Us Now
FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Main Services

Featured below are the ones our clients ask for most frequently.

  • service

    Pensions

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a ...

    VIEW MORE
  • service

    Financial Planning

    Professional financial planning is the process which aims to help you realise your ambitions - whate...

    VIEW MORE
  • service

    Equity Release

    If you're over the age of 55, equity release offers you a way to use the value of your home to raise...

    VIEW MORE

Financial Advisers Located in Cheshire

Financial Advisers Located in Cheshire

Welcome to Moneytree Financial Solutions Ltd

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01244 555 077 or email us at [email protected] and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Helen

I recently contacted Moneytree Financial Solutions Ltd to advise me on my pension scheme and provide me with options. I have never used a Financial Planner previously and only been advised to join company pension schemes without really any in depth knowledge of other choices available.

My experience with meeting Moneytree going through the detail was extremely positive. I had lots of questions, and they were extremely professional and knowledgeable. They were able to provide insightful and detailed information which helped make my decision easier.

They also discovered that I had been sold the wrong income protection by my bank which had been based on the wrong type of mortgage. It was in the small print, and I had simply assumed the bank would get these details correct. They helped me to shift this from my personal account to my business account and correct it.

I would highly recommend anyone thinking of organising their pension or looking into the best options for their existing pension to contact Moneytree.

Thanks for the excellent service. I will not hesitate in recommending you personally.

Alan

Paul's friendly and business-like approach immediately puts you at ease and allows him to ask the questions that allow him to give you his recommendations tailored specifically to your individual circumstances.

Moneytree Financial Solutions have handled both my own and my wife's pension funds and my own pension pot is now showing substantially greater growth than before Paul's intervention.

I used to doubt the need for Financial Advisors but now I consider the fee well spent and have no hesitation in recommending Paul and his company to friends, family and associates.

Nichola

I just want to say thank you to Tim Lynch, who has given so much of his time and expertise to help me. Recently Tim looked at my financial future, helping me to understand my finances, and what exactly I will have to live on when I retire. He is patient and spent so much time getting to understand my position, explaining at every stage what he needed to know, what he was doing and why. He made what can be an uncomfortable process painless. I know that because I have got to know Tim, and have seen how he operates, I like and trust him and would not hesitate to recommend him to my friends and family.

Dave

My name is Dave and after the sudden unexpected loss of my wife, I found myself needing some financial advice. My good friend introduced me to Tim Lynch from Moneytree Financial Solutions. I met with Tim who explained the best way forward, and I became a client of his. I found Tim most helpful, and using his services and that of Moneytree means I can now focus on moving forwards with the more important things in my life. I am finding the future without my wife is a sad one currently, and having someone to rely on like Tim is a huge help. Thanks Tim.

Laura

I sat down to find some life insurance and income protection on a well know comparison site. I put together what I thought would be a comprehensive level of cover and assumed I would be well protected but then I had a meeting with the wonderful Tim Lynch. After running through a few things, Tim kindly offered to check my level of cover to ensure I was adequately protected.
We arranged another meeting, during which Tim patiently untangled my chaotic life and clearly identified what protection I needed to ensure I would still have an income and my 3 boys would be ok if I came to a sticky end during one of my extreme adventures. He managed to find a much better level of cover for a lot less than I was paying, giving me peace of mind that I can continue my crazy lifestyle without risking my finances if I am unable to work or worse....die!
I would have no hesitation in recommending Tim to anybody, he grasped how precious my 3 monkeys are to me and took the time to fully understand my difficult circumstances as a single self-employed adrenaline junkie mum of three young boys. To say he had a challenge on his hands is an understatement, but he took it all in his stride and made the whole process simple with outstanding customer service. Massive thanks!!

Stock data

Value Move %
FTSE 100 7995.58 71.78027 arrow 0.90588194 arrow
FTSE ALL-SHARE 4353.66 31.29004 arrow 0.7239093 arrow
FTSE MID 250 19721.24 -65.62891 arrow -0.33167908 arrow
FTSE 350 4398.53 32 arrow 0.7328474 arrow
WHERE WE ARE

01244 555 077
Suite 2 Sutton House
Ashville Point
Sutton Weaver, WA7 3FW


Email Us