Personal 2017-08-08T08:04:25+00:00
Personal Planning

At Moneytree we have sourced a vast range of information about services, products and providers necessary to be able to provide you with the best advice concerning your personal wealth management needs.

We can advise you on the most appropriate ways for you to save and invest your capital in order to protect your wealth. As well as allowing it to grow for you to give you and your loved ones a secure and enjoyable future.

Our personal clients come to us to discuss all aspects of saving or investing, from starting out with a new investment plan to weighing up the risks of more complicated schemes. We also have a huge range of knowledge about property investment.

With our strong relationships with mortgage providers we can keep you fully informed about the best deals available for you, whether you are looking for an investment property, a buy to let to give you an additional income or your perfect family home.

We see our personal clients all the way through from initial enquiry to management of investment portfolios or exchange of contracts on properties, so you can rest assured you won’t be left out in the cold.

  • Your home may be repossessed if you do not keep up repayments on your mortgage.
  • Some buy to let mortgages are not regulated by the Financial Conduct Authority.
  • The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.