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 Phil Buckley

  •  
    01244 555077

    Phil Buckley
    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 Management Limited, a well known and respected firm of Financial Advisers in Oldham.