Our Company

Mission Statement: Trusted face to face advice supporting our clients in their financial decision-making.

Moneytree Financial Services offer financial planning and advice to both personal and corporate clients with the aims of either saving money, growing money, saving time or gaining peace of mind.

We start with an initial chat to understand broadly what you are trying to achieve and gauge whether we may be able to help you.  If you choose to engage our services then the next step will be to sit down together for an in-depth fact-finding discussion which allows us to really understand your circumstances and objectives, what’s important to you and what limitations there might be to achieving your objectives.

We will research your options and produce a considered, tailored report setting out our advice as to the most suitable way forward for you to proceed – your personal financial plan. 

We like to build lasting relationships with our clients so that we can monitor the progress of financial plans against the objectives and be on hand to appropriately modify them when circumstances change or the unexpected happens.  This on-going service means that we will be available to our clients for any financial planning queries that crop up in between annual reviews where they want our advice or guidance.

To find out more about whether we may be able to help you, please get in touch.