Pete Swann Financial Advisor Financial Advisor

I recently contacted Moneytree Financial Solutions Ltd to advise me on my pension scheme and provide me with options. I have never used a Financial Planner previously and only been advised to join company pension schemes without really any in depth knowledge of other choices available.

My experience with meeting Moneytree going through the detail was extremely positive. I had lots of questions, and they were extremely professional and knowledgeable. They were able to provide insightful and detailed information which helped make my decision easier.

They also discovered that I had been sold the wrong income protection by my bank which had been based on the wrong type of mortgage. It was in the small print, and I had simply assumed the bank would get these details correct. They helped me to shift this from my personal account to my business account and correct it.

I would highly recommend anyone thinking of organising their pension or looking into the best options for their existing pension to contact Moneytree.

Thanks for the excellent service. I will not hesitate in recommending you personally.

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 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.

I just want to say thank you to Tim Lynch, who has given so much of his time and expertise to help me. Recently Tim looked at my financial future, helping me to understand my finances, and what exactly I will have to live on when I retire. He is patient and spent so much time getting to understand my position, explaining at every stage what he needed to know, what he was doing and why. He made what can be an uncomfortable process painless. I know that because I have got to know Tim, and have seen how he operates, I like and trust him and would not hesitate to recommend him to my friends and family.

My name is Dave and after the sudden unexpected loss of my wife, I found myself needing some financial advice. My good friend introduced me to Tim Lynch from Moneytree Financial Solutions. I met with Tim who explained the best way forward, and I became a client of his. I found Tim most helpful, and using his services and that of Moneytree means I can now focus on moving forwards with the more important things in my life. I am finding the future without my wife is a sad one currently, and having someone to rely on like Tim is a huge help. Thanks Tim.

I sat down to find some life insurance and income protection on a well know comparison site. I put together what I thought would be a comprehensive level of cover and assumed I would be well protected but then I had a meeting with the wonderful Tim Lynch. After running through a few things, Tim kindly offered to check my level of cover to ensure I was adequately protected.
We arranged another meeting, during which Tim patiently untangled my chaotic life and clearly identified what protection I needed to ensure I would still have an income and my 3 boys would be ok if I came to a sticky end during one of my extreme adventures. He managed to find a much better level of cover for a lot less than I was paying, giving me peace of mind that I can continue my crazy lifestyle without risking my finances if I am unable to work or worse....die!
I would have no hesitation in recommending Tim to anybody, he grasped how precious my 3 monkeys are to me and took the time to fully understand my difficult circumstances as a single self-employed adrenaline junkie mum of three young boys. To say he had a challenge on his hands is an understatement, but he took it all in his stride and made the whole process simple with outstanding customer service. Massive thanks!!