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.
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.
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Paul has worked in Financial Services for over 40 years.
He was a founding Partner and Non-Executive Director of Caerus Financial Limited, the UK-wide network of financial advice firms, which he helped to create in 2009 and which we are very pleased has now been brought under the Quilter Financial Planning umbrella. Paul brings a wealth of knowledge and experience to the Practice,...
With over 18 years’ experience working in financial services, formerly on the corporate side and latterly in client facing roles, Vickie has a passion for financial planning. She believes that everyone should have some sort of plan, whether it’s to put steps in place towards achieving their goals, or to give peace of mind that affairs are in order in case the worst should happen. As one of...
Andy started his career in Financial Services back in 1982. He has a broad experience having worked with some of the largest Life & Pensions Providers in the UK including Prudential and RBS. He has worked as an Financial Adviser since 1990 and has achieved advanced qualifications in Pensions and Tax & Trusts. Andy is a member of the Personal Finance Society and holds an Occupational...
Phil has considerable Finance and Banking experience, having spent his working life in it.
His early career was in Banking, culminating in his Senior Bank Manager role. He moved into the Financial Advisory space in 1993 and has been fully engaged since in providing trusted face to face financial advice.
Phil recently transferred to Moneytree from sister company Schofields Wealth...
Rory has 20 plus years of experience in the Mortgage and Advice marketplace. He supports the business in terms of overseeing the mortgage journey for each client, liaising with the Practice Principal to provide a straight forward and client focused journey. He prides himself on keeping as familiar as possible with what mortgages are available from our ‘whole of market’ proposition.
He...
With over 14years' experience as a mortgage advisor in the residential and Buy To Let markets. I pride myself on being able to provide a reliable individually tailored service to my clients whatever their circumstances. I offer mortgage products from the whole of the market, with a range of protection products from a panel of lenders to cover some of life’s surprises. I enjoy meeting new...
Christine joined Moneytree Financial Solutions Ltd in January 2016 as an Administrator. Christine also provides support with submitting cases for approval and the general smooth running of the office.
Christine has many years of experience both in Administration and Sales including 12 years within various Further Education departments at a local FE College.
Mortgages
Protection
Wealth Management
Moneytree Financial Solutions Ltd is registered in England and Wales, Company Number: 06749896. Registered Address:Suite 2a Sutton House, Ashville Point, Sutton Weaver, Cheshire, WA7 3FW.
Moneytree Financial Solutions Ltd is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.
The guidance and/orinformation contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
