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 Rory Forster

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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 is a keen skier and mountain biker and also regularly takes on 10k or Half Marathon to raise money for Charity.