A Local Investment Service for Chester

Bringing your financial world together — with the clarity and order our historic city is known for.

What is an Investment Platform?

An investment platform is a straightforward, easy-to-use online service that brings all your savings, pensions and investments together into one place. It gives you a complete picture of your finances, helping you stay in control and manage your wealth with confidence.

Think of it as giving you a view of your finances as clear as the view from the City Walls — a secure digital hub that brings everything together neatly.

Why Use an Investment Platform?

• Clear, Real-Time Visibility:
  Track the value and performance of all your investments at a glance, whenever you wish.
  
• Simpler Management:
  We can help you buy, sell, and adjust your investments easily in response to your changing goals or market conditions.
  
• Everything in One Place:
  From ISAs to pensions, everything sits neatly under one digital roof, simplifying life for busy Chester families and professionals.
  
• Keep Your Tax Advantages:
  Your investments keep their tax-efficient ‘wrappers’ (like ISAs and pensions), so you continue to benefit from the same tax advantages you always have.

How Our Chester-Based Advisers Help

At Moneytree Wealth Management, we believe technology is a powerful tool, but it’s our personal, local guidance that makes the difference. Your dedicated adviser, based right here in Chester, will guide you every step of the way:

• Tailored Local Advice:
  It all starts with a conversation about your ambitions. In our Chester office, we’ll recommend investments from trusted managers that match your personal goals for your future in Cheshire.
  
• Smart, Tax-Efficient Planning:
  Our goal is simple: to help you keep more of your hard-earned money. We use smart, modern tools to structure your investments in a tax-efficient way.
  
• Proactive Adjustments:
  Markets don’t stand still, and neither do we. As your local experts, we watch the markets for you, ready to adapt your investments to keep you on track.
  
• Clear Cost Explanations:
  We believe in straightforward conversations, especially about costs. There are no hidden surprises — just clear, upfront discussions about your investment journey.

* ​​Tax treatment varies according to individual circumstances and is subject to change.

Understanding Costs

Using an investment platform involves charges, usually a small percentage of your assets. Through our position as a trusted Chester firm, Moneytree Wealth Management has access to competitive rates, ensuring your money works harder for you. At the start of your journey, we’ll sit down and agree exactly how you’ll pay for the platform and our advice. No surprises, no confusion.

Your Next Step

Whether you’re planning for a comfortable retirement in the heart of Cheshire, building a business in our thriving city or creating a lasting legacy for your family, it all begins with a simple conversation.

Let’s talk about the best way to organise and grow your money.

Get in touch with our Chester office for a no-obligation, initial chat today:

 01244 470 107
info@moneytreewm.co.uk
moneytreewm.co.uk

Approver Quilter Financial Services Limited June 2025