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 Paul Forster

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    01244 555077

    Paul Forster
    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, specialising in Investments and Corporate Planning.

    Away from work Paul keeps himself fit hill walking supported by low key bike riding. He is happily married with five adult children. Paul enjoys foreign travel, which is mainly focused on European destinations. These trips will also involve walking and bike riding.