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 Vickie Fifield

    01244 555077

    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.  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 Moneytree’s Pensions and Later Life specialists, Vickie can gently guide a client through the maze of financial regulation, legislation, product options and lifestyle factors to provide advice that is fully tailored to the individual’s needs and objectives. Vickie is a member of the Personal Finance Society and holds an Occupational Pension Transfer Licence.

    Out of the office, Vickie can often be found at Delamere parkrun or communing with her tribe of pygmy goats.