Client testimonials

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

    My experience with metting Andy going through the detail was extremely positive. I had lots of questions, and he was extremely professional and knowledgeable. He was able to provide insightful and detailed information which helped make my decision easier.

    Helen Collins
  • 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 Independent 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.

    Alan Binns
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If you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Quilter Financial Planning Complaints Department, Riverside House, The Waterfront, Newcastle Upon Tyne, NE15 8NY

Email: [email protected]
Tel: 0191 241 0700

You can find more information by visiting the Quilter Financial Planning website at

www.quilterfinancialplanning.co.uk

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)

 

Address Details

Moneytree Financial Solutions Ltd
Suite 2 Sutton House
Ashville Point
Sutton Weaver
Cheshire
WA7 3FW
T: 01244 555077
Email Us