0330 038 8942
Based in Chester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2019
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 March 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
30
Recent Client Reviews
Tom has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 30 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Tom has not yet added their qualifications to their profile
Transparent Fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom has provided information on their typical fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 March 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
30
Recent Client Reviews
Tom has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 30 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Tom has not yet added their qualifications to their profile
Qualifications not yet added
Tom has not yet added their qualifications to their profile
Transparent Fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom has provided information on their typical fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am a fully qualified investment professional and committed to the provision of holistic financial advice services to all our clients. In addition to a Diploma in Financial Planning through the CII I hold a Higher National Diploma in Business and Administration from Manchester Metropolitan University. I have a Statement of Professional standing through the CII and Membership of the Personal Finance Society and Chartered Insurance Institute by Diploma. At Moneytree Wealth Management Ltd we believe we can make a difference to your financial future by offering plain speaking advice, tailored specifically for you, throughout your life. We believe we help you make better financial decisions. I am very family focused with two young boys keeping myself and my wife very active. I am also a keen golfer when time allows and a member of Delamere Forest Golf club. The value of pensions and investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Tax Planning Including Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
Offers available through VouchedFor
Contact Tom through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tom's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
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. 29th December 2022.