About Us
Moneytree Wealth Management isn’t your typical financial advice firm.
Located in the heart of Chester, we at Moneytree Wealth Management take a different approach — one that’s direct and simple to help you feel at ease. Our main priority is you, so it’s all about understanding you, your needs and your goals. We prefer to meet face-to-face over coffee or tea, and get to know you before delving into any financial services. Rest assured no complicated jargon or stuffy meetings here!
Our team of financial advisers, mortgage experts and support staff serve clients across the North West and North Wales. Even if you’re further away but feel one of our advisers is a good fit for your needs, don’t worry as we’re happy to arrange online meetings so you never miss out on the advice you deserve.
Our Mission. Our Vision. Our Values
Our Mission
- Tailored service: To provide clear, effortless and tailored financial advice, free from jargon and complexity, that empowers our clients to make informed decisions with confidence.
- Building lasting relationships: To build lasting relationships with our clients by taking the time to truly understand their needs and goals in a relaxed and approachable environment.
- Ongoing Support: To offer a holistic approach to wealth management, integrating financial planning, mortgage advice and ongoing support that ensures our clients achieve their financial goals with a peace of mind.
Our Vision
- Trust: To be the trusted financial partner for everyone across the North West and North Wales by helping them navigate their financial journeys with ease and clarity.
- Keeping it simple: To create a financial advice experience that’s refreshingly simple and approachable, where clients feel understood, supported and confident in their decisions.
- Ongoing Support: To redefine wealth management by prioritising people over products, focusing on building long-term relationships that offer foster financial security and peace of mind for generations to come.
Our Values
- Transparency:: We believe in offering clear, honest advice without the confusion of complicated financial jargon so our clients always know where they stand.
- Approachability: We’re more than just advisers — we’re trusted partners who genuinely care about our clients’ financial well-being and success.
- Personalised Service: Every client is unique, and we tailor our advice and strategies to meet their individual goals that ensures they feel confident and in control of their financial future.
