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...
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.