0330 038 8941
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: February, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Connor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 March 2025
Connor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
44
Recent Client Reviews
Connor has received 44 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Connor has received 44 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: 28 February 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
Connor has not yet added their qualifications to their profile
Qualifications not yet added
Connor has not yet added their qualifications to their profile
Transparent Fees
Connor has not yet added their fees to their profile
Fees not yet added
Connor has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Connor (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Connor
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Connor (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Connor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 March 2025
Connor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
44
Recent Client Reviews
Connor has received 44 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Connor has received 44 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: 28 February 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
Connor has not yet added their qualifications to their profile
Qualifications not yet added
Connor has not yet added their qualifications to their profile
Transparent Fees
Connor has not yet added their fees to their profile
Fees not yet added
Connor has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Connor (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Connor
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Connor (based on 3 first impressions)
I have been with Moneytree since 2015 where I began as an Administrator before gaining my qualifications and progressing to paraplanner and most recently to financial adviser. Over these years I have worked through my qualifications and built my skills to best help clients achieve their long term objectives. Outside of Moneytree I enjoy playing football, travelling and socialising with friends and family
Offers available through VouchedFor
Contact Connor through VouchedFor and your initial 1 hour 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 Connor's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
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.