Strategic financial planning is the process of creating a comprehensive, personalised strategy designed to help you achieve your financial goals, safeguard your wealth and secure your family’s financial future. Whether you’re looking to preserve your wealth for future generations, navigate inheritance planning or striving to optimise your business’s finances, our experts at Moneytree Wealth Management will work with you every step of the way. By understanding your current financial position and clearly defining your objectives, we’ll help you craft a clear plan to not only meet your immediate needs, but also build a long-term strategy for preserving and growing your wealth. Our approach takes into account all aspects of personal and business financial planning, including tax efficiency, retirement savings, succession planning and legacy goals.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
We begin by reviewing your current financial situation, including assets, liabilities, income and expenditures. This step gives us a clear picture of your financial health, allowing us to assess opportunities for wealth preservation, tax efficiency and other key financial strategies. For business owners, we will also look at your business’s financial standing and explore options for growth and sustainability.
Whether it’s ensuring you’re on track for a comfortable retirement or planning to pass wealth down through generations, we’ll then work with you to define your wealth preservation and inheritance goals. We aim to create a strategy that not only helps you accumulate wealth but also protects and prepares it for future generations. All the while taking into account estate planning and minimising inheritance tax.
After understanding your financial situation and goals, we’ll be able to provide you with tailored advice on managing your investments and structuring your finances. Thus, aiming to optimise returns while minimising risks and tax liabilities. This might include reviewing investment portfolios, exploring pension plans and advising on tax-efficient vehicles such as ISAs, trusts and tax-deferred savings options.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
If you own a business, our planning doesn’t stop at personal finances. We’ll work with you to ensure your business is well-structured for long-term success. This includes reviewing succession planning to ensure your business’s value is protected and developing strategies for a smooth transition to future generations or potential buyers.
Financial planning is a dynamic process that requires ongoing attention. At Moneytree Wealth Management, we’ll provide you with continuous support with regular reviews to ensure your plan adapts to life changes, market conditions and any evolving personal or business goals. With our proactive approach, we’ll always be prepared to make adjustments that keep you on track to achieving your objectives.
Ready to talk about your financial future? Let’s sit down for a friendly, no-pressure chat where we can get to know you and your goals.
Moneytree Wealth Management
Talbot House
Albion Street
Chester
England
CH1 1RQ
Moneytree Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Moneytree Wealth Management Ltd. Registered in England and Wales, under no. 07399360.
Approved Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 5th May 2025.
Registered office address – Talbot House, Albion Street, Chester, England, CH1 1RQ
Holiday Home Mortgages, Powers of attorney, Will writing, Tax Planning, Trusts, Estate Planning, Inheritance Tax Planning, Some Employee Benefits, Some Buy to Let Mortgages, Exit planning, Succession Planning, Legal advice, Commercial Mortgages and Auto Enrolment are not regulated by the Financial Conduct authority.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
