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MONEYTREE WEALTH MANAGEMENT LTD

Company
MONEYTREE WEALTH MANAGEMENT LTD (07399360)

MONEYTREE WEALTH MANAGEMENT

Phone: 01244 470 107
A⁺ rating

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

Company name
MONEYTREE WEALTH MANAGEMENT LTD
Company number
07399360
Status
Active
Categroy
Private Limited Company
Date of Incorporation
07 Oct 2010
Age - 11 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

MONEYTREE WEALTH MANAGEMENT LTD DIRECTORS

Linford David Brown

  Acting PSC
Appointed
18 February 2011
Occupation
Director
Role
Director
Age
44
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
43
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
66
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.