ABOUT MONEYTREE WEALTH MANAGEMENT LTD
We also offer a range of financial management and review services to help our clients take care of their investments so they don’t feel left out in the cold once their initial enquiry has been dealt with.
Our clients tell us that our personal attention to detail and our friendly, approachable attitude is what makes us stand out as trusted financial advisers. We tailor our advice to the needs and circumstances of each individual enquiry and we are happy to answer questions about even the most basic financial knowledge as we know that not everyone has had a chance to get to grips with the ins and outs of investments, insurance or pensions prior to contacting us.
Moneytree Wealth Management was established in 2010 and provides professional financial planning to its clients throughout the UK. We are based in Chester in the North West of England and pride ourselves on our holistic financial planning approach.
I write to thank you for the recent services you provided in reviewing and rearranging my personal finances. Your advice and obvious expertise proved invaluable in enabling me to make my decisions and put alternative arrangements in place.
I would like to take this opportunity to thank you for all the work you have done in helping me with the pension advice you gave me. I thought when the government talked of introducing this mandatory pension I would find myself in a difficult situation, but with you help my mind is now at ease.
Your help has been so valuable I can’t tell you.
Moneytree wealth management limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic 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. Registered office address - Talbot House, Albion Street, Chester, England, CH1 1RQ
KEY FINANCES
Year
2017
Assets
£44.32k
▼ £-68.76k (-60.81 %)
Cash
£0k
▼ £0k (NaN)
Liabilities
£16k
▼ £-83.74k (-83.96 %)
Net Worth
£28.32k
▲ £14.97k (112.18 %)
REGISTRATION INFO
-
Check the company
-
UK
-
Cheshire West and Chester
- Company name
- MONEYTREE WEALTH MANAGEMENT LTD
- Company number
- 07399360
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
07 Oct 2010
Age - 15 years
- Home Country
- United Kingdom
CONTACTS
- Website
- moneytreewm.co.uk
- Phones
-
01244 470 107
01244 470 108
- Registered Address
- TALBOT HOUSE,
ALBION STREET,
CHESTER,
ENGLAND,
CH1 1RQ
ECONOMIC ACTIVITIES
- 65110
- Life insurance
- 65300
- Pension funding
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LAST EVENTS
- 30 Dec 2016
- Micro company accounts made up to 31 March 2016
- 10 Nov 2016
- Confirmation statement made on 7 October 2016 with updates
- 04 Oct 2016
- Registered office address changed from Unit 5 Venture Point Stanney Mill Road Little Stanney Chester Cheshire CH2 4NE to Talbot House Albion Street Chester CH1 1RQ on 4 October 2016
CHARGES
-
10 June 2013
- Status
- Outstanding
- Delivered
- 15 June 2013
-
Persons entitled
- Lloyds Tsb Bank PLC
- Description
- Notification of addition to or amendment of charge…
See Also
Last update 2018
MONEYTREE WEALTH MANAGEMENT LTD DIRECTORS
Linford David Brown
Acting
PSC
- Appointed
- 18 February 2011
- Occupation
- Director
- Role
- Director
- Age
- 48
- Nationality
- British
- Address
- 36 Melkridge Close, Chester, Cheshire, England, CH2 3DN
- Country Of Residence
- United Kingdom
- Name
- BROWN, Linford David
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Thomas Gerald Lenton
Acting
PSC
- Appointed
- 25 May 2011
- Occupation
- Director
- Role
- Director
- Age
- 47
- Nationality
- British
- Address
- 1 Wards Terrace, Hoole, Chester, Cheshire, England, CH2 3AS
- Country Of Residence
- United Kingdom
- Name
- LENTON, Thomas Gerald
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Paul Colin Forster
Resigned
- Appointed
- 07 October 2010
- Resigned
- 11 November 2014
- Occupation
- Financial Adviser
- Role
- Director
- Age
- 71
- Nationality
- British
- Address
- 17 Oaks Way, Gayton, Wirral, United Kingdom, CH60 3SP
- Country Of Residence
- United Kingdom
- Name
- FORSTER, Paul Colin
REVIEWS
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Excellent according to the company’s financial health.