MONEYTREE WEALTH MANAGEMENT

I am a professional Financial Planner with the skills and knowledge to help my clients assess their current financial situation, define their future plans and develop a strategy to address those plans. I can help them plan for the retirement they deserve with investment and pension advice and can also help protect their family or business against the effects of an early death, serious illness or the loss of a key member of staff. I can help families manage the costs associated with later life care and suggest ways to reduce any potential liability for Inheritance Tax.

My specialties include:

• Investments

• Personal and Workplace Pensions

• Business and Personal Protection

• Funding of Later Life Care

• Estate Planning

The value of pension and investments can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate on Estate Planning.

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CONTACT DETAILS

TEL: 07882 325052

EMAIL: Email

WEBSITE: Moneytree Wealth Management