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

Meet The Team

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

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    01244 555077

    Paul Forster DipFA LIBF

    Director & Financial Planner

    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,...

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    01244 555077

    Vickie Fifield Dip PFS Cert CII (MP&ER)

    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.  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...

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    01244 555077

    Andy Goodwin Dip PFS Cert CII (MP&ER)

    Financial Adviser

    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...

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    01244 555077

    Phil Buckley Dip PFS

    Financial Adviser

    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...

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    01244 555077

    Rory Forster

    Mortgage Operations Manager

    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...

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    01244 555077

    Neil Edwards

    Mortgage Adviser

    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...

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    01244 555077

    Christine Freeman

    Office Administrator

    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.