About Us

Learn more about our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Paul Forster

Director & Financial Planner

Paul has worked in Financial Services for over 40 years.

01244 555 077

Tim Lynch

Financial Adviser

Tim’s experience gives him specific understanding of the needs of High-Net-Worth Individuals and Company Directors.

01244 555 077

Vickie Fifield

Financial Adviser

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.

01244 555 077

Tim Williams

Financial Advisor & Pension Transfer Specialist

Tim Williams has been a Financial Advisor for over 20 years and after running his own firm, joined Moneytree in March 2022.

01244 555 077

Phil Buckley

Financial Adviser

Phil has considerable Finance and Banking experience, having spent his working life in it.

01244 555 077

Phil Broeders

Financial Adviser

Phil joined Moneytree after the firm helped him to retrain as a financial adviser and qualified in 2020.

01244 555 077

Alastair Forster

Financial Adviser

Alastair joined the firm straight from University and qualified in 2021. He helps individuals & companies to achieve their long-term financial goals.

 

01244 555 077

Christine Freeman

Paraplanner

Christine joined Moneytree Financial Solutions Ltd in January 2016 as an Administrator.

01244 555 077

Nicola Collier

Paraplanner

A former mortgage broker, Nicola overseas that the compliance needs of clients are continually met.

 

01244 555 077

Pippa Bellis

Paraplanner

After working as a paraplanner in several advice businesses Pippa joined the firm in 2022.

01244 555 077

Rory Forster

Mortgage Adviser

Rory has 20 plus years of experience in the Mortgage and Advice marketplace.

01244 555 077

Neil Edwards

Mortgage Adviser

With over 14years' experience as a mortgage advisor in the residential and Buy To Let markets.

01244 555 077

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