Testimonials

• Alan Binns

  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.

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  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 circ

  Read More

• Helen Collins

  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.

  He also discovered that I had been sold the wrong income protection by my bank which had beeen 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. He helped me to shift this from my personal account to my business account and correct it.

  I would highly recomend anyone thinking of organising their pension or looking into the best options for their excisting pension to contact Andy.

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

   

   

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  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 joio

  Read More